SAG
PR

SageView Advisory Group’s Permian Resources PR Stock Holding History

SageView Advisory Group’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 		– Sell
-455
Closed -$6.39K – 1945
2025
Q4 		$6.39K Buy
+455
New +$6.11K ﹤0.01% 1883

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SageView Advisory Group's PR Position: Q1 2026 in Review

SageView Advisory Group sold out of Permian Resources (PR) in Q1 2026, closing a stake of 455 shares — an estimated $6.39K sold.

SageView Advisory Group first reported a position in PR in Q4 2025 and held it in 1 quarter. The position peaked at $6.39K in Q4 2025. 618 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • SageView Advisory Group reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 455 Permian Resources shares in Q1 2026, an estimated $6.39K.
  • SageView Advisory Group first reported a position in Permian Resources in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Permian Resources position peaked at $6.39K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.