Safir Wealth Advisors’s PrimeEnergy Resources PNRG Stock Holding History

Safir Wealth Advisors’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 Q2	$208K	Hold	1,244	–	–	0.13%	16
2026 Q1	$290K	Hold	1,244	–	–	0.21%	13
2025 Q4	$213K	Hold	1,244	–	–	0.15%	15
2025 Q3	$208K	Buy	+1,244	New	+$202K	0.15%	14
2025 Q2	–	Sell	-1,244	Closed	-$283K	–	15
2025 Q1	$283K	Hold	1,244	–	–	0.23%	13
2024 Q4	$273K	Buy	+1,244	New	+$225K	0.21%	14
2021 Q1	–	Sell	-1,244	Closed	-$54K	–	35
2020 Q4	$54K	Buy	+1,244	New	+$70.4K	0.05%	32

Other funds holding PNRG

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Safir Wealth Advisors's PNRG Position: Q2 2026 in Review

Safir Wealth Advisors held its PrimeEnergy Resources (PNRG) position steady in Q2 2026 at 1,244 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #16.

Safir Wealth Advisors first reported a position in PNRG in Q4 2020 and has held it in 7 quarters since. The position peaked at $290K in Q1 2026. 9 funds tracked by Wall St. Rank hold PNRG as of Q2 2026.

Safir Wealth Advisors held 1,244 shares of PrimeEnergy Resources worth $208K as of Q2 2026.
Safir Wealth Advisors left its PrimeEnergy Resources share count unchanged in Q2 2026.
PrimeEnergy Resources made up 0.13% of Safir Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Safir Wealth Advisors first reported a position in PrimeEnergy Resources in Q4 2020 and has held it in 7 quarters since.
Safir Wealth Advisors's PrimeEnergy Resources position peaked at $290K in Q1 2026.
9 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.