Vontobel Holding
PR

Vontobel Holding’s Permian Resources PR Stock Holding History

Vontobel Holding’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
Q1 		$498K Sell
23,363
-12,120
-34% -$209K ﹤0.01% 854
2025
Q4 		$498K Buy
35,483
+16,197
+84% +$217K ﹤0.01% 995
2025
Q3 		$247K Buy
19,286
+6,552
+51% +$89.8K ﹤0.01% 1166
2025
Q2 		$173K Buy
12,734
+164
+1% +$2.11K ﹤0.01% 1187
2025
Q1 		$174K Buy
+12,570
New +$180K ﹤0.01% 1023
2022
Q1 		– Sell
-16,791
Closed -$100K – 1120
2021
Q4 		$100K Buy
+16,791
New +$114K ﹤0.01% 1027
2021
Q3 		– Sell
-106,900
Closed -$725K – 1213
2021
Q2 		$725K Buy
106,900
+95,900
+872% +$496K 0.01% 672
2021
Q1 		$46K Buy
+11,000
New +$38.6K ﹤0.01% 970

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vontobel Holding's PR Position: Q1 2026 in Review

Vontobel Holding reduced its Permian Resources (PR) stake by 34% in Q1 2026, selling an estimated $209K and leaving 23,363 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Vontobel Holding first reported a position in PR in Q1 2021 and has held it in 8 quarters since. The position peaked at $725K in Q2 2021. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Vontobel Holding held 23,363 shares of Permian Resources worth $498K as of Q1 2026.
  • Vontobel Holding sold 12,120 Permian Resources shares in Q1 2026, an estimated $209K.
  • Permian Resources made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #854 holding.
  • Vontobel Holding first reported a position in Permian Resources in Q1 2021 and has held it in 8 quarters since.
  • Vontobel Holding's Permian Resources position peaked at $725K in Q2 2021.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.