RFP
PR

Root Financial Partners’s Permian Resources PR Stock Holding History

Root Financial Partners’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 		– Sell
-4,505
Closed -$96K – 2452
2026
Q1 		$96K Buy
4,505
+2,980
+195% +$51.5K ﹤0.01% 578
2025
Q4 		$21.4K Buy
1,525
+447
+41% +$6K ﹤0.01% 1151
2025
Q3 		$13.8K Buy
+1,078
New +$14.8K ﹤0.01% 1296

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

Root Financial Partners's PR Position: Q2 2026 in Review

Root Financial Partners sold out of Permian Resources (PR) in Q2 2026, closing a stake of 4,505 shares — an estimated $96K sold.

Root Financial Partners first reported a position in PR in Q3 2025 and held it in 3 quarters. The position peaked at $96K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Root Financial Partners reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,505 Permian Resources shares in Q2 2026, an estimated $96K.
  • Root Financial Partners first reported a position in Permian Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Permian Resources position peaked at $96K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.