Steward Partners Investment Advisory’s Permianville Royalty Trust PVL Stock Holding History

Steward Partners Investment Advisory’s Portfolio PVL Stock Details PVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7K	Hold	6,318	–	–	﹤0.01%	3484
2025 Q4	$11.4K	Hold	6,318	–	–	﹤0.01%	3396
2025 Q3	$11.4K	Hold	6,318	–	–	﹤0.01%	3343
2025 Q2	$11.7K	Hold	6,318	–	–	﹤0.01%	3145
2025 Q1	$9.89K	Hold	6,318	–	–	﹤0.01%	3100
2024 Q4	$8.59K	Sell	6,318 -6,000	-49%	-$9.22K	﹤0.01%	3164
2024 Q3	$20K	Buy	+12,318	New	+$19.3K	﹤0.01%	2664
2023 Q4	–	Sell	-78	Closed	-$198	–	3555
2023 Q3	$198	Hold	78	–	–	﹤0.01%	3293
2023 Q2	$195	Hold	78	–	–	﹤0.01%	3238
2023 Q1	$186	Hold	78	–	–	﹤0.01%	3232
2022 Q4	$261	Hold	78	–	–	﹤0.01%	3244
2022 Q3	$0	Hold	78	–	–	﹤0.01%	3354
2022 Q2	$0	Buy	+78	New	+$291	﹤0.01%	3344

Other funds holding PVL

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Permianville Royalty Trust (PVL) position steady in Q1 2026 at 6,318 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Steward Partners Investment Advisory first reported a position in PVL in Q2 2022 and has held it in 13 quarters since. The position peaked at $20K in Q3 2024. 24 funds tracked by Wall St. Rank hold PVL as of Q1 2026.

Steward Partners Investment Advisory held 6,318 shares of Permianville Royalty Trust worth $11.7K as of Q1 2026.
Steward Partners Investment Advisory left its Permianville Royalty Trust share count unchanged in Q1 2026.
Permianville Royalty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3484 holding.
Steward Partners Investment Advisory first reported a position in Permianville Royalty Trust in Q2 2022 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Permianville Royalty Trust position peaked at $20K in Q3 2024.
24 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2026.

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