MassMutual Private Wealth & Trust
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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
Q3 		$72K Sell
3,411
-227
-6% -$4.89K ﹤0.01% 648
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust's PR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Permian Resources (PR) stake by 6.2% in Q3 2026, selling an estimated $4.89K and leaving 3,411 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

MassMutual Private Wealth & Trust first reported a position in PR in Q2 2023 and has held it in 14 quarters since. The position peaked at $79.7K in Q1 2026. 359 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 3,411 shares of Permian Resources worth $72K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 227 Permian Resources shares in Q3 2026, an estimated $4.89K.
  • Permian Resources made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #648 holding.
  • MassMutual Private Wealth & Trust first reported a position in Permian Resources in Q2 2023 and has held it in 14 quarters since.
  • MassMutual Private Wealth & Trust's Permian Resources position peaked at $79.7K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.