Unison Advisors
PR icon

Unison Advisors’s Permian Resources PR Stock Holding History

Unison 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
Q3 		$1.06M Buy
50,003
+414
+0.8% +$8.92K 0.07% 104
2026
Q2 		$913K Buy
49,589
+381
+0.8% +$7.65K 0.06% 116
2026
Q1 		$1.05M Hold
49,208
– – 0.08% 96
2025
Q4 		$690K Buy
+49,208
New +$661K 0.06% 138

Other funds holding PR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Unison Advisors's PR Position: Q3 2026 in Review

Unison Advisors increased its Permian Resources (PR) stake by 0.83% in Q3 2026, buying an estimated $8.92K and bringing the position to 50,003 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #104.

Unison Advisors first reported a position in PR in Q4 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Unison Advisors held 50,003 shares of Permian Resources worth $1.06M as of Q3 2026.
  • Unison Advisors bought 414 Permian Resources shares in Q3 2026, an estimated $8.92K.
  • Permian Resources made up 0.07% of Unison Advisors's portfolio in Q3 2026, its #104 holding.
  • Unison Advisors first reported a position in Permian Resources in Q4 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.