NW
PR

NewEdge Wealth’s Permian Resources PR Stock Holding History

NewEdge Wealth’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 		$342K Buy
18,576
+8,445
+83% +$170K ﹤0.01% 996
2026
Q1 		$216K Buy
+10,131
New +$175K ﹤0.01% 1068

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

NewEdge Wealth's PR Position: Q2 2026 in Review

NewEdge Wealth increased its Permian Resources (PR) stake by 83% in Q2 2026, buying an estimated $170K and bringing the position to 18,576 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

NewEdge Wealth first reported a position in PR in Q1 2026 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • NewEdge Wealth held 18,576 shares of Permian Resources worth $342K as of Q2 2026.
  • NewEdge Wealth bought 8,445 Permian Resources shares in Q2 2026, an estimated $170K.
  • Permian Resources made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #996 holding.
  • NewEdge Wealth first reported a position in Permian Resources in Q1 2026 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.