SevenBridge Financial Group’s Permian Resources PR Stock Holding History

SevenBridge Financial 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 Q3	$6.41M	Sell	258,170 -39,108	-13%	-$843K	0.95%	26
2026 Q2	$5.99M	Buy	297,278 +6,198	+2%	+$125K	0.88%	34
2026 Q1	$5.91M	Buy	291,080 +6,371	+2%	+$110K	0.92%	30
2025 Q4	$4.2M	Buy	284,709 +20,771	+8%	+$279K	0.68%	48
2025 Q3	$3.51M	Buy	263,938 +40,214	+18%	+$551K	0.58%	63
2025 Q2	$2.99M	Buy	223,724 +32,326	+17%	+$416K	0.53%	65
2025 Q1	$2.61M	Buy	191,398 +71,941	+60%	+$1.03M	0.51%	66
2024 Q4	$1.79M	Buy	119,457 +64,101	+116%	+$929K	0.34%	80
2024 Q3	$836K	Buy	+55,356	New	+$813K	0.16%	117

Other funds holding PR

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SevenBridge Financial Group's PR Position: Q3 2026 in Review

SevenBridge Financial Group reduced its Permian Resources (PR) stake by 13% in Q3 2026, selling an estimated $843K and leaving 258,170 shares worth $6.41M. The position accounts for 0.95% of the portfolio, ranked #26.

SevenBridge Financial Group first reported a position in PR in Q3 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold PR as of Q3 2026.

SevenBridge Financial Group held 258,170 shares of Permian Resources worth $6.41M as of Q3 2026.
SevenBridge Financial Group sold 39,108 Permian Resources shares in Q3 2026, an estimated $843K.
Permian Resources made up 0.95% of SevenBridge Financial Group's portfolio in Q3 2026, its #26 holding.
SevenBridge Financial Group first reported a position in Permian Resources in Q3 2024 and has held it in 9 quarters since.
160 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on SevenBridge Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.