Wealth Enhancement Advisory Services
PR icon

Wealth Enhancement Advisory Services’s Permian Resources PR Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.07M Buy
331,430
+60,198
+22% +$1.3M 0.01% 893
2026
Q2 		$4.89M Buy
271,232
+60,038
+28% +$1.21M 0.01% 1012
2026
Q1 		$4.2M Buy
211,194
+54,986
+35% +$949K 0.01% 971
2025
Q4 		$2.13M Buy
156,208
+4,525
+3% +$60.8K ﹤0.01% 1475
2025
Q3 		$1.91M Sell
151,683
-19,231
-11% -$264K ﹤0.01% 1469
2025
Q2 		$2.4M Sell
170,914
-8,855
-5% -$114K ﹤0.01% 1262
2025
Q1 		$2.49M Buy
179,769
+31,812
+22% +$455K ﹤0.01% 1139
2024
Q4 		$2.13M Sell
147,957
-10,277
-6% -$149K ﹤0.01% 1153
2024
Q3 		$2.15M Buy
158,234
+2,360
+2% +$34.7K ﹤0.01% 1010
2024
Q2 		$2.52M Buy
155,874
+4,459
+3% +$73.9K 0.01% 898
2024
Q1 		$2.67M Buy
151,415
+58,090
+62% +$852K 0.01% 848
2023
Q4 		$1.27M Buy
93,325
+4,260
+5% +$58.3K ﹤0.01% 1071
2023
Q3 		$1.24M Buy
+89,065
New +$1.12M ﹤0.01% 1013

Other funds holding PR

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's PR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Permian Resources (PR) stake by 22% in Q3 2026, buying an estimated $1.3M and bringing the position to 331,430 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #893.

Wealth Enhancement Advisory Services first reported a position in PR in Q3 2023 and has held it in 13 quarters since. 135 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 331,430 shares of Permian Resources worth $7.07M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 60,198 Permian Resources shares in Q3 2026, an estimated $1.3M.
  • Permian Resources made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #893 holding.
  • Wealth Enhancement Advisory Services first reported a position in Permian Resources in Q3 2023 and has held it in 13 quarters since.
  • 135 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.