LWMI
PR

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
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 $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

Legacy Wealth Management (Idaho)'s PR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Permian Resources (PR) stake by 43% in Q1 2026, selling an estimated $61.2K and leaving 4,689 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #178.

Legacy Wealth Management (Idaho) first reported a position in PR in Q3 2024 and has held it in 7 quarters since. The position peaked at $174K in Q3 2024. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 4,689 shares of Permian Resources worth $100K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 3,546 Permian Resources shares in Q1 2026, an estimated $61.2K.
  • Permian Resources made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #178 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Permian Resources in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Permian Resources position peaked at $174K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.