LFG
PR

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
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

BlackRock
BlackRock New York $5.7T 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