RWM
PR

Ritholtz Wealth Management’s Permian Resources PR Stock Holding History

Ritholtz Wealth Management’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
Q1 		$549K Buy
+25,765
New +$445K 0.01% 755
2025
Q4 		– Sell
-23,585
Closed -$302K – 1166
2025
Q3 		$302K Buy
+23,585
New +$323K 0.01% 832

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ritholtz Wealth Management's PR Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Permian Resources (PR) in Q1 2026: 25,765 shares worth $549K. The stake represents 0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in PR as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in PR in Q3 2025 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Ritholtz Wealth Management held 25,765 shares of Permian Resources worth $549K as of Q1 2026.
  • Permian Resources was a new Ritholtz Wealth Management position in Q1 2026.
  • Permian Resources made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #755 holding.
  • Ritholtz Wealth Management first reported a position in Permian Resources in Q3 2025 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.