Root Financial Partners’s PrimeEnergy Resources PNRG Stock Holding History

Root Financial Partners’s Portfolio PNRG Stock Details PNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$988	Buy	+5	New	+$990	﹤0.01%	2955

Other funds holding PNRG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's PNRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in PrimeEnergy Resources (PNRG) in Q3 2026: 5 shares worth $988. The stake represents ﹤0.01% of the portfolio and ranks #2955 among its holdings.

71 funds tracked by Wall St. Rank hold PNRG as of Q3 2026.

Root Financial Partners held 5 shares of PrimeEnergy Resources worth $988 as of Q3 2026.
PrimeEnergy Resources was a new Root Financial Partners position in Q3 2026.
PrimeEnergy Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2955 holding.
71 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.