SS
PR

Sunbelt Securities’s Permian Resources PR Stock Holding History

Sunbelt Securities’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 		$499K Sell
23,392
-2,700
-10% -$46.6K 0.03% 401
2025
Q4 		$366K Hold
26,092
– – 0.02% 477
2025
Q3 		$334K Buy
26,092
+9,000
+53% +$123K 0.02% 491
2025
Q2 		$246K Sell
17,092
-2,400
-12% -$30.9K 0.02% 538
2025
Q1 		$270K Buy
19,492
+2,400
+14% +$34.4K 0.02% 481
2024
Q4 		$242K Buy
17,092
+13,900
+435% +$201K 0.02% 544
2024
Q3 		$43.4K Buy
3,192
+800
+33% +$11.8K ﹤0.01% 977
2024
Q2 		$38.6K Hold
2,392
– – ﹤0.01% 972
2024
Q1 		$42.2K Hold
2,392
– – ﹤0.01% 912
2023
Q4 		$32.5K Hold
2,392
– – ﹤0.01% 903
2023
Q3 		$33.4K Hold
2,392
– – ﹤0.01% 892
2023
Q2 		$26.2K Buy
2,392
+192
+9% +$1.96K ﹤0.01% 948
2023
Q1 		$22.6K Buy
+2,200
New +$22.5K ﹤0.01% 928

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

Sunbelt Securities's PR Position: Q1 2026 in Review

Sunbelt Securities reduced its Permian Resources (PR) stake by 10% in Q1 2026, selling an estimated $46.6K and leaving 23,392 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #401.

Sunbelt Securities first reported a position in PR in Q1 2023 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Sunbelt Securities held 23,392 shares of Permian Resources worth $499K as of Q1 2026.
  • Sunbelt Securities sold 2,700 Permian Resources shares in Q1 2026, an estimated $46.6K.
  • Permian Resources made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #401 holding.
  • Sunbelt Securities first reported a position in Permian Resources in Q1 2023 and has held it in 13 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.