Planning Strategies Inc.’s Permian Resources PR Stock Holding History

Planning Strategies Inc.’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	$515	Buy	+28	New	+$563	﹤0.01%	854

Other funds holding PR

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

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s PR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Permian Resources (PR) in Q2 2026: 28 shares worth $515. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

148 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Planning Strategies Inc. held 28 shares of Permian Resources worth $515 as of Q2 2026.
Permian Resources was a new Planning Strategies Inc. position in Q2 2026.
Permian Resources made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #854 holding.
148 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.