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James T. Borello RIA’s Permian Resources PR Stock Holding History

James T. Borello RIA’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 		$4.73K Buy
224
+36
+19% +$776 ﹤0.01% 793
2026
Q2 		$3.46K Buy
188
+100
+114% +$2.01K ﹤0.01% 862
2026
Q1 		$1.88K Hold
88
– – ﹤0.01% 928
2025
Q4 		$1.24K Buy
+88
New +$1.18K ﹤0.01% 852

Other funds holding PR

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
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

James T. Borello RIA's PR Position: Q3 2026 in Review

James T. Borello RIA increased its Permian Resources (PR) stake by 19% in Q3 2026, buying an estimated $776 and bringing the position to 224 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

James T. Borello RIA first reported a position in PR in Q4 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • James T. Borello RIA held 224 shares of Permian Resources worth $4.73K as of Q3 2026.
  • James T. Borello RIA bought 36 Permian Resources shares in Q3 2026, an estimated $776.
  • Permian Resources made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #793 holding.
  • James T. Borello RIA first reported a position in Permian Resources in Q4 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.