Rothschild Investment LLC’s Permian Resources PR Stock Holding History

Rothschild Investment LLC’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	$1.45M	Buy	78,948 +53,076	+205%	+$1.07M	0.05%	320
2026 Q1	$552K	Buy	25,872 +11,044	+74%	+$191K	0.03%	374
2025 Q4	$208K	Buy	14,828 +177	+1%	+$2.38K	0.01%	611
2025 Q3	$188K	Buy	14,651 +974	+7%	+$13.4K	0.01%	633
2025 Q2	$186K	Buy	13,677 +40	+0.3%	+$514	0.01%	524
2025 Q1	$189K	Buy	13,637 +10	+0.1%	+$143	0.01%	511
2024 Q4	$196K	Hold	13,627	–	–	0.01%	509
2024 Q3	$185K	Sell	13,627 -105	-0.8%	-$1.54K	0.01%	526
2024 Q2	$222K	Buy	13,732 +75	+0.5%	+$1.24K	0.02%	472
2024 Q1	$241K	Buy	+13,657	New	+$200K	0.02%	435
2023 Q4	–	Sell	-13,617	Closed	-$190K	–	1357
2023 Q3	$190K	Hold	13,617	–	–	0.02%	444
2023 Q2	$149K	Hold	13,617	–	–	0.01%	465
2023 Q1	$143K	Hold	13,617	–	–	0.01%	453
2022 Q4	$128K	Sell	13,617 -1,978	-13%	-$18.9K	0.01%	459
2022 Q3	$106K	Hold	15,595	–	–	0.01%	453
2022 Q2	$93K	Buy	+15,595	New	+$125K	0.01%	457

Other funds holding PR

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Rothschild Investment LLC's PR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Permian Resources (PR) stake by 205% in Q2 2026, buying an estimated $1.07M and bringing the position to 78,948 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #320.

Rothschild Investment LLC first reported a position in PR in Q2 2022 and has held it in 16 quarters since. 248 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Rothschild Investment LLC held 78,948 shares of Permian Resources worth $1.45M as of Q2 2026.
Rothschild Investment LLC bought 53,076 Permian Resources shares in Q2 2026, an estimated $1.07M.
Permian Resources made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #320 holding.
Rothschild Investment LLC first reported a position in Permian Resources in Q2 2022 and has held it in 16 quarters since.
248 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.