TFA
PR

Transamerica Financial Advisors’s Permian Resources PR Stock Holding History

Transamerica Financial Advisors’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 		$5.69K Buy
309
+164
+113% +$3.29K ﹤0.01% 1095
2026
Q1 		$3.1K Buy
145
+86
+146% +$1.49K ﹤0.01% 1126
2025
Q4 		$827 Buy
59
+52
+743% +$698 ﹤0.01% 1271
2025
Q3 		$81 Sell
7
-5
-42% -$69 ﹤0.01% 1536
2025
Q2 		$159 Sell
12
-1,684
-99% -$21.7K ﹤0.01% 511
2025
Q1 		$24K Sell
1,696
-2,695
-61% -$38.6K ﹤0.01% 329
2024
Q4 		$64K Sell
4,391
-329
-7% -$4.77K 0.01% 297
2024
Q3 		$65K Buy
+4,720
New +$69.3K 0.01% 307

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

Transamerica Financial Advisors's PR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Permian Resources (PR) stake by 113% in Q2 2026, buying an estimated $3.29K and bringing the position to 309 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Transamerica Financial Advisors first reported a position in PR in Q3 2024 and has held it in 8 quarters since. The position peaked at $65K in Q3 2024. 616 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Transamerica Financial Advisors held 309 shares of Permian Resources worth $5.69K as of Q2 2026.
  • Transamerica Financial Advisors bought 164 Permian Resources shares in Q2 2026, an estimated $3.29K.
  • Permian Resources made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1095 holding.
  • Transamerica Financial Advisors first reported a position in Permian Resources in Q3 2024 and has held it in 8 quarters since.
  • Transamerica Financial Advisors's Permian Resources position peaked at $65K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.