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Retirement Wealth Solutions’s Permian Resources PR Stock Holding History

Retirement Wealth Solutions’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 		$1.2K Sell
57
-2
-3% -$43 ﹤0.01% 699
2026
Q2 		$1.09K Hold
59
– – ﹤0.01% 629
2026
Q1 		$1.26K Buy
59
+18
+44% +$311 ﹤0.01% 599
2025
Q4 		$576 Buy
41
+30
+273% +$403 ﹤0.01% 658
2025
Q3 		$141 Buy
+11
New +$151 ﹤0.01% 772

Other funds holding PR

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Retirement Wealth Solutions's PR Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Permian Resources (PR) stake by 3.4% in Q3 2026, selling an estimated $43 and leaving 57 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Retirement Wealth Solutions first reported a position in PR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.26K in Q1 2026. 21 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Retirement Wealth Solutions held 57 shares of Permian Resources worth $1.2K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 Permian Resources shares in Q3 2026, an estimated $43.
  • Permian Resources made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #699 holding.
  • Retirement Wealth Solutions first reported a position in Permian Resources in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Permian Resources position peaked at $1.26K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.