Larson Financial Group
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Larson Financial Group’s Permian Resources PR Stock Holding History

Larson Financial Group’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
Q3 		$6.54M Buy
309,711
+11,918
+4% +$257K 0.16% 109
2026
Q2 		$5.48M Buy
297,793
+5,711
+2% +$115K 0.14% 115
2026
Q1 		$6.23M Buy
292,082
+8,850
+3% +$153K 0.2% 94
2025
Q4 		$3.97M Sell
283,232
-2,544
-0.9% -$34.2K 0.13% 144
2025
Q3 		$3.66M Buy
285,776
+12,830
+5% +$176K 0.13% 147
2025
Q2 		$3.72M Buy
272,946
+27,510
+11% +$354K 0.15% 133
2025
Q1 		$3.4M Buy
245,436
+11,848
+5% +$170K 0.16% 121
2024
Q4 		$3.36M Buy
233,588
+17,824
+8% +$258K 0.17% 106
2024
Q3 		$2.94M Buy
215,764
+6,519
+3% +$95.8K 0.17% 113
2024
Q2 		$3.38M Buy
209,245
+949
+0.5% +$15.7K 0.23% 82
2024
Q1 		$3.68M Sell
208,296
-494
-0.2% -$7.25K 0.28% 72
2023
Q4 		$2.84M Sell
208,790
-8,141
-4% -$111K 0.25% 71
2023
Q3 		$3.03M Buy
216,931
+5,300
+3% +$66.7K 0.3% 61
2023
Q2 		$2.32M Buy
211,631
+11,569
+6% +$118K 0.23% 83
2023
Q1 		$2.1M Buy
+200,062
New +$2.04M 0.23% 86

Other funds holding PR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Larson Financial Group's PR Position: Q3 2026 in Review

Larson Financial Group increased its Permian Resources (PR) stake by 4% in Q3 2026, buying an estimated $257K and bringing the position to 309,711 shares worth $6.54M. The position accounts for 0.16% of the portfolio, ranked #109.

Larson Financial Group first reported a position in PR in Q1 2023 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Larson Financial Group held 309,711 shares of Permian Resources worth $6.54M as of Q3 2026.
  • Larson Financial Group bought 11,918 Permian Resources shares in Q3 2026, an estimated $257K.
  • Permian Resources made up 0.16% of Larson Financial Group's portfolio in Q3 2026, its #109 holding.
  • Larson Financial Group first reported a position in Permian Resources in Q1 2023 and has held it in 15 quarters since.
  • 290 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.