PFGIA
PR

Patriot Financial Group Insurance Agency’s Permian Resources PR Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-14,566
Closed -$198K – 565
2025
Q2 		$198K Buy
14,566
+3,866
+36% +$49.7K 0.02% 500
2025
Q1 		$148K Buy
+10,700
New +$153K 0.02% 469

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PR Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Permian Resources (PR) in Q3 2025, closing a stake of 14,566 shares — an estimated $198K sold.

Patriot Financial Group Insurance Agency first reported a position in PR in Q1 2025 and held it in 2 quarters. The position peaked at $198K in Q2 2025. 550 funds tracked by Wall St. Rank hold PR as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Permian Resources position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,566 Permian Resources shares in Q3 2025, an estimated $198K.
  • Patriot Financial Group Insurance Agency first reported a position in Permian Resources in Q1 2025 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Permian Resources position peaked at $198K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Permian Resources as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.