Perpetual Ltd
PR icon

Perpetual Ltd’s Permian Resources PR Stock Holding History

Perpetual Ltd’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 		$26M Sell
1,231,631
-92,914
-7% -$2M 0.4% 68
2026
Q2 		$24.4M Sell
1,324,545
-2,736,188
-67% -$55M 0.35% 84
2026
Q1 		$86.6M Buy
4,060,733
+617,352
+18% +$10.7M 1.33% 20
2025
Q4 		$48.3M Buy
3,443,381
+506,317
+17% +$6.8M 0.7% 32
2025
Q3 		$37.6M Sell
2,937,064
-12,564
-0.4% -$172K 0.47% 59
2025
Q2 		$40.2M Buy
2,949,628
+1,090,517
+59% +$14M 0.47% 66
2025
Q1 		$25.7M Sell
1,859,111
-25,700
-1% -$368K 0.31% 79
2024
Q4 		$27.1M Buy
+1,884,811
New +$27.3M 0.32% 78

Other funds holding PR

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perpetual Ltd's PR Position: Q3 2026 in Review

Perpetual Ltd reduced its Permian Resources (PR) stake by 7% in Q3 2026, selling an estimated $2M and leaving 1,231,631 shares worth $26M. The position accounts for 0.4% of the portfolio, ranked #68.

Perpetual Ltd first reported a position in PR in Q4 2024 and has held it in 8 quarters since. The position peaked at $86.6M in Q1 2026. 167 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Perpetual Ltd held 1,231,631 shares of Permian Resources worth $26M as of Q3 2026.
  • Perpetual Ltd sold 92,914 Permian Resources shares in Q3 2026, an estimated $2M.
  • Permian Resources made up 0.4% of Perpetual Ltd's portfolio in Q3 2026, its #68 holding.
  • Perpetual Ltd first reported a position in Permian Resources in Q4 2024 and has held it in 8 quarters since.
  • Perpetual Ltd's Permian Resources position peaked at $86.6M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.