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
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 $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

Root Financial Partners's PR Position: Q1 2026 in Review

Root Financial Partners increased its Permian Resources (PR) stake by 195% in Q1 2026, buying an estimated $51.5K and bringing the position to 4,505 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Root Financial Partners first reported a position in PR in Q3 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Root Financial Partners held 4,505 shares of Permian Resources worth $96K as of Q1 2026.
  • Root Financial Partners bought 2,980 Permian Resources shares in Q1 2026, an estimated $51.5K.
  • Permian Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #578 holding.
  • Root Financial Partners first reported a position in Permian Resources in Q3 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.