SWIM
PR

Smallwood Wealth Investment Management’s Permian Resources PR Stock Holding History

Smallwood Wealth Investment Management’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 		$13.3K Sell
720
-230
-24% -$4.62K 0.01% 309
2026
Q1 		$20.3K Hold
950
– – 0.01% 259
2025
Q4 		$13.3K Sell
950
-521
-35% -$7K 0.01% 288
2025
Q3 		$18.8K Sell
1,471
-700
-32% -$9.6K 0.01% 270
2025
Q2 		$29.6K Hold
2,171
– – 0.02% 213
2025
Q1 		$30.1K Buy
+2,171
New +$31.1K 0.02% 203

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
KeyBank National Association
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Smallwood Wealth Investment Management's PR Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Permian Resources (PR) stake by 24% in Q2 2026, selling an estimated $4.62K and leaving 720 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #309.

Smallwood Wealth Investment Management first reported a position in PR in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.1K in Q1 2025. 172 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Smallwood Wealth Investment Management held 720 shares of Permian Resources worth $13.3K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 230 Permian Resources shares in Q2 2026, an estimated $4.62K.
  • Permian Resources made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #309 holding.
  • Smallwood Wealth Investment Management first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Permian Resources position peaked at $30.1K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.