SFA
PR

Sequoia Financial Advisors’s Permian Resources PR Stock Holding History

Sequoia Financial Advisors’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 		$678K Buy
36,820
+10,793
+41% +$217K ﹤0.01% 1135
2026
Q1 		$555K Sell
26,027
-386
-1% -$6.67K ﹤0.01% 1216
2025
Q4 		$371K Sell
26,413
-12,163
-32% -$163K ﹤0.01% 1448
2025
Q3 		$494K Buy
38,576
+1,545
+4% +$21.2K ﹤0.01% 1143
2025
Q2 		$504K Buy
+37,031
New +$476K ﹤0.01% 990

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sequoia Financial Advisors's PR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Permian Resources (PR) stake by 41% in Q2 2026, buying an estimated $217K and bringing the position to 36,820 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Sequoia Financial Advisors first reported a position in PR in Q2 2025 and has held it in 5 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Sequoia Financial Advisors held 36,820 shares of Permian Resources worth $678K as of Q2 2026.
  • Sequoia Financial Advisors bought 10,793 Permian Resources shares in Q2 2026, an estimated $217K.
  • Permian Resources made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1135 holding.
  • Sequoia Financial Advisors first reported a position in Permian Resources in Q2 2025 and has held it in 5 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.