MPWT
PR

MassMutual Private Wealth & Trust’s Permian Resources PR Stock Holding History

MassMutual Private Wealth & Trust’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 		$67K Sell
3,638
-101
-3% -$2.03K ﹤0.01% 684
2026
Q1 		$79.7K Sell
3,739
-144
-4% -$2.49K ﹤0.01% 625
2025
Q4 		$54.5K Buy
3,883
+25
+0.6% +$336 ﹤0.01% 764
2025
Q3 		$49.4K Buy
3,858
+33
+0.9% +$452 ﹤0.01% 809
2025
Q2 		$52.1K Buy
3,825
+2,568
+204% +$33K ﹤0.01% 767
2025
Q1 		$17.4K Buy
1,257
+707
+129% +$10.1K ﹤0.01% 1081
2024
Q4 		$7.91K Buy
550
+378
+220% +$5.48K ﹤0.01% 1352
2024
Q3 		$2.34K Sell
172
-151
-47% -$2.22K ﹤0.01% 1612
2024
Q2 		$5.22K Buy
323
+174
+117% +$2.88K ﹤0.01% 1299
2024
Q1 		$2.63K Buy
149
+22
+17% +$323 ﹤0.01% 1460
2023
Q4 		$1.73K Buy
127
+41
+48% +$561 ﹤0.01% 1550
2023
Q3 		$1.2K Hold
86
– – ﹤0.01% 1637
2023
Q2 		$943 Buy
+86
New +$880 ﹤0.01% 1671

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's PR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Permian Resources (PR) stake by 2.7% in Q2 2026, selling an estimated $2.03K and leaving 3,638 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

MassMutual Private Wealth & Trust first reported a position in PR in Q2 2023 and has held it in 13 quarters since. The position peaked at $79.7K in Q1 2026. 186 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,638 shares of Permian Resources worth $67K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 101 Permian Resources shares in Q2 2026, an estimated $2.03K.
  • Permian Resources made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #684 holding.
  • MassMutual Private Wealth & Trust first reported a position in Permian Resources in Q2 2023 and has held it in 13 quarters since.
  • MassMutual Private Wealth & Trust's Permian Resources position peaked at $79.7K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.