UCFA
PR

United Capital Financial Advisors’s Permian Resources PR Stock Holding History

United Capital 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 		$456K Buy
24,750
+4,892
+25% +$98.3K ﹤0.01% 1174
2026
Q1 		$423K Buy
+19,858
New +$343K ﹤0.01% 1152

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

United Capital Financial Advisors's PR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Permian Resources (PR) stake by 25% in Q2 2026, buying an estimated $98.3K and bringing the position to 24,750 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

United Capital Financial Advisors first reported a position in PR in Q1 2026 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • United Capital Financial Advisors held 24,750 shares of Permian Resources worth $456K as of Q2 2026.
  • United Capital Financial Advisors bought 4,892 Permian Resources shares in Q2 2026, an estimated $98.3K.
  • Permian Resources made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1174 holding.
  • United Capital Financial Advisors first reported a position in Permian Resources in Q1 2026 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

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