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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
Q2 		$1.14M Buy
61,910
+19,706
+47% +$396K 0.01% 1218
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Steward Partners Investment Advisory's PR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Permian Resources (PR) stake by 47% in Q2 2026, buying an estimated $396K and bringing the position to 61,910 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1218.

Steward Partners Investment Advisory first reported a position in PR in Q3 2018 and has held it in 20 quarters since. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Steward Partners Investment Advisory held 61,910 shares of Permian Resources worth $1.14M as of Q2 2026.
  • Steward Partners Investment Advisory bought 19,706 Permian Resources shares in Q2 2026, an estimated $396K.
  • Permian Resources made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1218 holding.
  • Steward Partners Investment Advisory first reported a position in Permian Resources in Q3 2018 and has held it in 20 quarters since.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.