RWML
PR

RAFFA WEALTH MANAGEMENT, LLC’s Permian Resources PR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$147 Sell
8
-4
-33% -$80 ﹤0.01% 1316
2026
Q1 		$256 Buy
+12
New +$207 ﹤0.01% 1139
2024
Q3 		– Sell
-1,185
Closed -$19.1K – 1148
2024
Q2 		$19.1K Hold
1,185
– – 0.01% 331
2024
Q1 		$20.9K Buy
+1,185
New +$17.4K 0.01% 304

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Permian Resources (PR) stake by 33% in Q2 2026, selling an estimated $80 and leaving 8 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PR in Q1 2024 and has held it in 4 quarters since. The position peaked at $20.9K in Q1 2024. 163 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 8 shares of Permian Resources worth $147 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 4 Permian Resources shares in Q2 2026, an estimated $80.
  • Permian Resources made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1316 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Permian Resources in Q1 2024 and has held it in 4 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Permian Resources position peaked at $20.9K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.