Root Financial Partners
PR icon

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
Q3 		$176K Buy
+8,328
New +$179K 0.01% 493
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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

Root Financial Partners opened a new position in Permian Resources (PR) in Q3 2026: 8,328 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PR as recently as Q1 2026.

Root Financial Partners first reported a position in PR in Q3 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Root Financial Partners held 8,328 shares of Permian Resources worth $176K as of Q3 2026.
  • Permian Resources was a new Root Financial Partners position in Q3 2026.
  • Permian Resources made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #493 holding.
  • Root Financial Partners first reported a position in Permian Resources in Q3 2025 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

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