PS
PR

Principal Securities’s Permian Resources PR Stock Holding History

Principal Securities’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 		$304K Sell
16,492
-291
-2% -$5.85K ﹤0.01% 1320
2026
Q1 		$358K Buy
16,783
+1,044
+7% +$18K 0.01% 1127
2025
Q4 		$221K Sell
15,739
-6,768
-30% -$90.9K ﹤0.01% 1279
2025
Q3 		$288K Buy
22,507
+2,438
+12% +$33.4K ﹤0.01% 1135
2025
Q2 		$273K Buy
20,069
+18,059
+898% +$232K 0.01% 1101
2025
Q1 		$28.9K Hold
2,010
– – ﹤0.01% 2012
2024
Q4 		$28.9K Buy
2,010
+852
+74% +$12.3K ﹤0.01% 2007
2024
Q3 		$15.8K Buy
1,158
+1,064
+1,132% +$15.6K ﹤0.01% 2238
2024
Q2 		$1.52K Sell
94
-159
-63% -$2.63K ﹤0.01% 2979
2024
Q1 		$4.47K Sell
253
-49
-16% -$719 ﹤0.01% 2644
2023
Q4 		$4.11K Buy
+302
New +$4.13K ﹤0.01% 2601

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

Principal Securities's PR Position: Q2 2026 in Review

Principal Securities reduced its Permian Resources (PR) stake by 1.7% in Q2 2026, selling an estimated $5.85K and leaving 16,492 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Principal Securities first reported a position in PR in Q4 2023 and has held it in 11 quarters since. The position peaked at $358K in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Principal Securities held 16,492 shares of Permian Resources worth $304K as of Q2 2026.
  • Principal Securities sold 291 Permian Resources shares in Q2 2026, an estimated $5.85K.
  • Permian Resources made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1320 holding.
  • Principal Securities first reported a position in Permian Resources in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Permian Resources position peaked at $358K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.