PWMG
PR

Prestige Wealth Management Group’s Permian Resources PR Stock Holding History

Prestige Wealth Management Group’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 		$590 Buy
32
+18
+129% +$362 ﹤0.01% 1004
2026
Q1 		$299 Buy
+14
New +$242 ﹤0.01% 1037
2025
Q3 		– Sell
-48
Closed -$654 – 1030
2025
Q2 		$654 Sell
48
-32
-40% -$412 ﹤0.01% 903
2025
Q1 		$1.11K Buy
80
+32
+67% +$458 ﹤0.01% 836
2024
Q4 		$691 Hold
48
– – ﹤0.01% 934
2024
Q3 		$654 Hold
48
– – ﹤0.01% 934
2024
Q2 		$776 Hold
48
– – ﹤0.01% 860
2024
Q1 		$848 Hold
48
– – ﹤0.01% 882
2023
Q4 		$653 Buy
+48
New +$657 ﹤0.01% 917

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

Prestige Wealth Management Group's PR Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Permian Resources (PR) stake by 129% in Q2 2026, buying an estimated $362 and bringing the position to 32 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Prestige Wealth Management Group first reported a position in PR in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.11K in Q1 2025. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Prestige Wealth Management Group held 32 shares of Permian Resources worth $590 as of Q2 2026.
  • Prestige Wealth Management Group bought 18 Permian Resources shares in Q2 2026, an estimated $362.
  • Permian Resources made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1004 holding.
  • Prestige Wealth Management Group first reported a position in Permian Resources in Q4 2023 and has held it in 9 quarters since.
  • Prestige Wealth Management Group's Permian Resources position peaked at $1.11K in Q1 2025.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.