TPI
PR

Trust Point Inc’s Permian Resources PR Stock Holding History

Trust Point Inc’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 		$209K Sell
11,374
-18,260
-62% -$367K 0.02% 443
2026
Q1 		$632K Sell
29,634
-3,564
-11% -$61.5K 0.05% 195
2025
Q4 		$466K Sell
33,198
-894
-3% -$12K 0.04% 245
2025
Q3 		$436K Buy
34,092
+7,753
+29% +$106K 0.04% 262
2025
Q2 		$359K Sell
26,339
-13,837
-34% -$178K 0.03% 256
2025
Q1 		$556K Sell
40,176
-4,096
-9% -$58.6K 0.05% 199
2024
Q4 		$637K Buy
44,272
+28,435
+180% +$412K 0.04% 241
2024
Q3 		$216K Sell
15,837
-22,482
-59% -$330K 0.02% 485
2024
Q2 		$619K Sell
38,319
-21,420
-36% -$355K 0.05% 230
2024
Q1 		$1.05M Buy
59,739
+4,727
+9% +$69.4K 0.08% 150
2023
Q4 		$748K Buy
+55,012
New +$753K 0.06% 180

Other funds holding PR

VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return