SPIA
PR

Steward Partners Investment Advisory’s Permian Resources PR Stock Holding History

Steward Partners Investment Advisory’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 		$900K Buy
42,204
+3,799
+10% +$65.6K ﹤0.01% 1221
2025
Q4 		$539K Buy
38,405
+2,580
+7% +$34.6K ﹤0.01% 1382
2025
Q3 		$459K Buy
35,825
+11,435
+47% +$157K ﹤0.01% 1424
2025
Q2 		$332K Sell
24,390
-44
-0.2% -$566 ﹤0.01% 1507
2025
Q1 		$338K Sell
24,434
-4,957
-17% -$71K ﹤0.01% 1383
2024
Q4 		$423K Buy
29,391
+1,797
+7% +$26K ﹤0.01% 1239
2024
Q3 		$376K Buy
27,594
+18,733
+211% +$275K ﹤0.01% 1233
2024
Q2 		$143K Sell
8,861
-3,026
-25% -$50.1K ﹤0.01% 1605
2024
Q1 		$210K Sell
11,887
-6,179
-34% -$90.7K ﹤0.01% 1412
2023
Q4 		$246K Sell
18,066
-12,030
-40% -$165K ﹤0.01% 1302
2023
Q3 		$420K Sell
30,096
-4,955
-14% -$62.3K 0.01% 981
2023
Q2 		$384K Buy
35,051
+33,823
+2,754% +$346K 0.01% 1032
2023
Q1 		$12.9K Hold
1,228
– – ﹤0.01% 2445
2022
Q4 		$11.5K Hold
1,228
– – ﹤0.01% 2492
2022
Q3 		$8K Buy
+1,228
New +$8.48K ﹤0.01% 2621
2020
Q1 		– Sell
-136
Closed – – 2650
2019
Q4 		$0 Sell
136
-228
-63% -$834 ﹤0.01% 2706
2019
Q3 		$1K Hold
364
– – ﹤0.01% 2543
2019
Q2 		$2K Buy
+364
New +$3.24K ﹤0.01% 2451
2018
Q4 		– Sell
-364
Closed -$8K – 1783
2018
Q3 		$8K Buy
+364
New +$6.85K ﹤0.01% 1974

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
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

Steward Partners Investment Advisory's PR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Permian Resources (PR) stake by 9.9% in Q1 2026, buying an estimated $65.6K and bringing the position to 42,204 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Steward Partners Investment Advisory first reported a position in PR in Q3 2018 and has held it in 19 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Steward Partners Investment Advisory held 42,204 shares of Permian Resources worth $900K as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,799 Permian Resources shares in Q1 2026, an estimated $65.6K.
  • Permian Resources made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1221 holding.
  • Steward Partners Investment Advisory first reported a position in Permian Resources in Q3 2018 and has held it in 19 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.