Sound Income Strategies’s Permian Resources PR Stock Holding History

Sound Income Strategies’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	-400	Closed	-$5.76K	–	2689
2025 Q4	$5.76K	Buy	+400	New	+$5.37K	﹤0.01%	1740
2021 Q3	–	Sell	-14	Closed	–	–	889
2021 Q2	$0	Hold	14	–	–	﹤0.01%	999
2021 Q1	$59	Hold	14	–	–	﹤0.01%	945
2020 Q4	$0	Hold	14	–	–	﹤0.01%	937
2020 Q3	$0	Hold	14	–	–	﹤0.01%	913
2020 Q2	$0	Hold	14	–	–	﹤0.01%	850
2020 Q1	$0	Hold	14	–	–	﹤0.01%	846
2019 Q4	$0	Hold	14	–	–	﹤0.01%	760
2019 Q3	$0	Hold	14	–	–	﹤0.01%	742
2019 Q2	$0	Hold	14	–	–	﹤0.01%	744
2019 Q1	$0	Hold	14	–	–	﹤0.01%	762
2018 Q4	$0	Hold	14	–	–	﹤0.01%	764
2018 Q3	$0	Hold	14	–	–	﹤0.01%	814
2018 Q2	$0	Hold	14	–	–	﹤0.01%	739
2018 Q1	$0	Hold	14	–	–	﹤0.01%	648
2017 Q4	$0	Buy	+14	New	+$272	﹤0.01%	559

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

POEH

Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sound Income Strategies's PR Position: Q1 2026 in Review

Sound Income Strategies sold out of Permian Resources (PR) in Q1 2026, closing a stake of 400 shares — an estimated $5.76K sold.

Sound Income Strategies first reported a position in PR in Q4 2017 and held it in 16 quarters. The position peaked at $5.76K in Q4 2025. 616 funds tracked by Wall St. Rank hold PR as of Q1 2026.

Sound Income Strategies reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 400 Permian Resources shares in Q1 2026, an estimated $5.76K.
Sound Income Strategies first reported a position in Permian Resources in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's Permian Resources position peaked at $5.76K in Q4 2025.
616 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.