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
Q2 		$4.9M Buy
266,404
+12,898
+5% +$259K ﹤0.01% 2819
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 $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 $3.37T AUM 44.26% 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

LPL Financial's PR Position: Q2 2026 in Review

LPL Financial increased its Permian Resources (PR) stake by 5.1% in Q2 2026, buying an estimated $259K and bringing the position to 266,404 shares worth $4.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

LPL Financial first reported a position in PR in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.3M in Q2 2025. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • LPL Financial held 266,404 shares of Permian Resources worth $4.9M as of Q2 2026.
  • LPL Financial bought 12,898 Permian Resources shares in Q2 2026, an estimated $259K.
  • Permian Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2819 holding.
  • LPL Financial first reported a position in Permian Resources in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Permian Resources position peaked at $7.3M in Q2 2025.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.