SFS
PR

Sunrise Financial Services’s Permian Resources PR Stock Holding History

Sunrise Financial Services’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 		$1.58K Hold
86
– – ﹤0.01% 435
2026
Q1 		$1.83K Hold
86
– – ﹤0.01% 414
2025
Q4 		$1.21K Buy
+86
New +$1.16K ﹤0.01% 447

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 $3.37T AUM 44.26% 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

Sunrise Financial Services's PR Position: Q2 2026 in Review

Sunrise Financial Services held its Permian Resources (PR) position steady in Q2 2026 at 86 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Sunrise Financial Services first reported a position in PR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Sunrise Financial Services held 86 shares of Permian Resources worth $1.58K as of Q2 2026.
  • Sunrise Financial Services left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #435 holding.
  • Sunrise Financial Services first reported a position in Permian Resources in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Permian Resources position peaked at $1.83K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.