LPL Financial
PR

LPL Financial’s Permian Resources PR Stock Holding History

LPL Financial’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 		$5.4M Sell
253,506
-56,821
-18% -$981K ﹤0.01% 2548
2025
Q4 		$4.35M Sell
310,327
-59,872
-16% -$804K ﹤0.01% 2654
2025
Q3 		$4.74M Sell
370,199
-165,933
-31% -$2.28M ﹤0.01% 2517
2025
Q2 		$7.3M Buy
536,132
+135,946
+34% +$1.75M ﹤0.01% 1998
2025
Q1 		$5.54M Buy
400,186
+176,424
+79% +$2.53M ﹤0.01% 2067
2024
Q4 		$3.22M Buy
223,762
+47,087
+27% +$682K ﹤0.01% 2445
2024
Q3 		$2.4M Buy
176,675
+36,907
+26% +$542K ﹤0.01% 2554
2024
Q2 		$2.26M Buy
139,768
+13,969
+11% +$232K ﹤0.01% 2498
2024
Q1 		$2.22M Buy
125,799
+36,964
+42% +$542K ﹤0.01% 2456
2023
Q4 		$1.21M Buy
88,835
+24,916
+39% +$341K ﹤0.01% 2883
2023
Q3 		$892K Sell
63,919
-19,032
-23% -$239K ﹤0.01% 2990
2023
Q2 		$909K Buy
82,951
+18,491
+29% +$189K ﹤0.01% 2909
2023
Q1 		$677K Buy
64,460
+29,711
+86% +$303K ﹤0.01% 3090
2022
Q4 		$327K Buy
34,749
+10,569
+44% +$101K ﹤0.01% 3585
2022
Q3 		$193K Buy
24,180
+549
+2% +$3.79K ﹤0.01% 3950
2022
Q2 		$141K Buy
+23,631
New +$189K ﹤0.01% 4042

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