Matthew Hamilton Rosenberg’s Permian Resources PR Stock Holding History

Matthew Hamilton Rosenberg’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	$6.15K	Hold	291	–	–	﹤0.01%	692
2026 Q2	$5.36K	Hold	291	–	–	﹤0.01%	691
2026 Q1	$6.2K	Hold	291	–	–	﹤0.01%	663
2025 Q4	$4.08K	Hold	291	–	–	﹤0.01%	707
2025 Q3	$3.73K	Hold	291	–	–	﹤0.01%	717
2025 Q2	$3.96K	Hold	291	–	–	﹤0.01%	742
2025 Q1	$4.03K	Hold	291	–	–	﹤0.01%	724
2024 Q4	$4.18K	Hold	291	–	–	﹤0.01%	707
2024 Q3	$3.96K	Hold	291	–	–	﹤0.01%	712
2024 Q2	$4.68K	Hold	291	–	–	﹤0.01%	666
2024 Q1	$5.16K	Hold	291	–	–	﹤0.01%	697
2023 Q4	$3.96K	Hold	291	–	–	﹤0.01%	723
2023 Q3	$4.06K	Hold	291	–	–	﹤0.01%	705
2023 Q2	$3.19K	Hold	291	–	–	﹤0.01%	727
2023 Q1	$3.06K	Buy	+291	New	+$2.97K	﹤0.01%	769
2022 Q3	–	Sell	-291	Closed	-$2K	–	868
2022 Q2	$2K	Hold	291	–	–	﹤0.01%	753
2022 Q1	$2K	Hold	291	–	–	﹤0.01%	716
2021 Q4	$2K	Hold	291	–	–	﹤0.01%	695
2021 Q3	$2K	Hold	291	–	–	﹤0.01%	665
2021 Q2	$2K	Hold	291	–	–	﹤0.01%	571
2021 Q1	$1K	Buy	+291	New	+$1.02K	﹤0.01%	548

Other funds holding PR

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Matthew Hamilton Rosenberg's PR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Permian Resources (PR) position steady in Q3 2026 at 291 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Matthew Hamilton Rosenberg first reported a position in PR in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.2K in Q1 2026. 23 funds tracked by Wall St. Rank hold PR as of Q3 2026.

Matthew Hamilton Rosenberg held 291 shares of Permian Resources worth $6.15K as of Q3 2026.
Matthew Hamilton Rosenberg left its Permian Resources share count unchanged in Q3 2026.
Permian Resources made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #692 holding.
Matthew Hamilton Rosenberg first reported a position in Permian Resources in Q1 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's Permian Resources position peaked at $6.2K in Q1 2026.
23 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.