KBFS
PR

Kohmann Bosshard Financial Services’s Permian Resources PR Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$4.21K – 500
2025
Q4 		$4.21K Buy
+300
New +$4.03K ﹤0.01% 929
2025
Q1 		– Sell
-300
Closed -$4.31K – 651
2024
Q4 		$4.31K Buy
+300
New +$4.35K ﹤0.01% 547

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kohmann Bosshard Financial Services's PR Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Permian Resources (PR) in Q1 2026, closing a stake of 300 shares — an estimated $4.21K sold.

Kohmann Bosshard Financial Services first reported a position in PR in Q4 2024 and held it in 2 quarters. The position peaked at $4.31K in Q4 2024. 615 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 300 Permian Resources shares in Q1 2026, an estimated $4.21K.
  • Kohmann Bosshard Financial Services first reported a position in Permian Resources in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Permian Resources position peaked at $4.31K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.