Tucker Asset Management’s PermRock Royalty Trust Unit PRT Stock Holding History

Tucker Asset Management’s Portfolio PRT Stock Details PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,960	Closed	-$5.49K	–	859
2025 Q4	$5.49K	Buy	+1,960	New	+$7.47K	﹤0.01%	679
2025 Q1	–	Sell	-1,960	Closed	-$6.88K	–	764
2024 Q4	$6.88K	Sell	1,960 -50	-2%	-$193	﹤0.01%	888
2024 Q3	$7.9K	Hold	2,010	–	–	﹤0.01%	774
2024 Q2	$7.82K	Hold	2,010	–	–	﹤0.01%	918
2024 Q1	$8.4K	Hold	2,010	–	–	﹤0.01%	925
2023 Q4	$8.86K	Sell	2,010 -150	-7%	-$783	﹤0.01%	731
2023 Q3	$14.3K	Buy	2,160 +950	+79%	+$5.97K	﹤0.01%	569
2023 Q2	$6.6K	Buy	+1,210	New	+$6.78K	﹤0.01%	617

Other funds holding PRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Tucker Asset Management's PRT Position: Q1 2026 in Review

Tucker Asset Management sold out of PermRock Royalty Trust Unit (PRT) in Q1 2026, closing a stake of 1,960 shares — an estimated $5.49K sold.

Tucker Asset Management first reported a position in PRT in Q2 2023 and held it in 8 quarters. The position peaked at $14.3K in Q3 2023. 19 funds tracked by Wall St. Rank hold PRT as of Q1 2026.

Tucker Asset Management reported no remaining PermRock Royalty Trust Unit position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,960 PermRock Royalty Trust Unit shares in Q1 2026, an estimated $5.49K.
Tucker Asset Management first reported a position in PermRock Royalty Trust Unit in Q2 2023 and held it in 8 quarters.
Tucker Asset Management's PermRock Royalty Trust Unit position peaked at $14.3K in Q3 2023.
19 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.