Stephens Inc’s Permian Resources PR Stock Holding History

Stephens Inc’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	-10,630	Closed	-$149K	–	1370
2025 Q4	$149K	Hold	10,630	–	–	﹤0.01%	1227
2025 Q3	$136K	Hold	10,630	–	–	﹤0.01%	1252
2025 Q2	$145K	Hold	10,630	–	–	﹤0.01%	1197
2025 Q1	$147K	Buy	10,630 +630	+6%	+$9.02K	﹤0.01%	1163
2024 Q4	$144K	Hold	10,000	–	–	﹤0.01%	1190
2024 Q3	$136K	Hold	10,000	–	–	﹤0.01%	1221
2024 Q2	$162K	Hold	10,000	–	–	﹤0.01%	1190
2024 Q1	$177K	Hold	10,000	–	–	﹤0.01%	1178
2023 Q4	$136K	Hold	10,000	–	–	﹤0.01%	1130
2023 Q3	$140K	Hold	10,000	–	–	﹤0.01%	1083
2023 Q2	$110K	Sell	10,000 -5,000	-33%	-$51.1K	﹤0.01%	1119
2023 Q1	$158K	Hold	15,000	–	–	﹤0.01%	1063
2022 Q4	$141K	Hold	15,000	–	–	﹤0.01%	1044
2022 Q3	$102K	Buy	+15,000	New	+$104K	﹤0.01%	1096
2019 Q4	–	Sell	-27,000	Closed	-$122K	–	1191
2019 Q3	$122K	Buy	27,000 +1,000	+4%	+$5.36K	﹤0.01%	1085
2019 Q2	$197K	Buy	26,000 +4,500	+21%	+$40K	﹤0.01%	1072
2019 Q1	$189K	Sell	21,500 -8,198	-28%	-$93.1K	﹤0.01%	1063
2018 Q4	$327K	Buy	+29,698	New	+$510K	0.01%	816

Other funds holding PR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return