WANY
PR

Wealthspire Advisors (New York)’s Permian Resources PR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-977
Closed -$12.5K – 2392
2025
Q3 		$12.5K Buy
+977
New +$13.4K ﹤0.01% 1908

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s PR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Permian Resources (PR) in Q4 2025, closing a stake of 977 shares — an estimated $12.5K sold.

Wealthspire Advisors (New York) first reported a position in PR in Q3 2025 and held it in 1 quarter. The position peaked at $12.5K in Q3 2025. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 977 Permian Resources shares in Q4 2025, an estimated $12.5K.
  • Wealthspire Advisors (New York) first reported a position in Permian Resources in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Permian Resources position peaked at $12.5K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.