Raymond James Financial
PRT

Raymond James Financial’s PermRock Royalty Trust Unit PRT Stock Holding History

Raymond James Financial’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$4.19K – 6297
2025
Q2 		$4.19K Buy
+1,000
New +$3.93K ﹤0.01% 6226

Other funds holding PRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial's PRT Position: Q3 2025 in Review

Raymond James Financial sold out of PermRock Royalty Trust Unit (PRT) in Q3 2025, closing a stake of 1,000 shares — an estimated $4.19K sold.

Raymond James Financial first reported a position in PRT in Q2 2025 and held it in 1 quarter. The position peaked at $4.19K in Q2 2025. 15 funds tracked by Wall St. Rank hold PRT as of Q3 2025.

  • Raymond James Financial reported no remaining PermRock Royalty Trust Unit position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,000 PermRock Royalty Trust Unit shares in Q3 2025, an estimated $4.19K.
  • Raymond James Financial first reported a position in PermRock Royalty Trust Unit in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's PermRock Royalty Trust Unit position peaked at $4.19K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.