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Legacy Wealth Management (Idaho)’s Permian Resources PR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-4,689
Closed -$100K – 752
2026
Q1 		$100K Sell
4,689
-3,546
-43% -$61.2K 0.05% 178
2025
Q4 		$116K Sell
8,235
-1,147
-12% -$15.4K 0.06% 137
2025
Q3 		$120K Sell
9,382
-8
-0.1% -$110 0.05% 118
2025
Q2 		$128K Buy
9,390
+94
+1% +$1.21K 0.07% 96
2025
Q1 		$129K Sell
9,296
-1,685
-15% -$24.1K 0.09% 90
2024
Q4 		$158K Sell
10,981
-487
-4% -$7.06K 0.1% 76
2024
Q3 		$174K Buy
+11,468
New +$168K 0.1% 67

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Permian Resources (PR) in Q2 2026, closing a stake of 4,689 shares — an estimated $100K sold.

Legacy Wealth Management (Idaho) first reported a position in PR in Q3 2024 and held it in 7 quarters. The position peaked at $174K in Q3 2024. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4,689 Permian Resources shares in Q2 2026, an estimated $100K.
  • Legacy Wealth Management (Idaho) first reported a position in Permian Resources in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Permian Resources position peaked at $174K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.