ATWOOD & PALMER INC PR — PERMIAN RESOURCES CORP

Ownership history in ATWOOD & PALMER INC  ·  5 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported PERMIAN RESOURCES CORP (PR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows PR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in PERMIAN RESOURCES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PR stock page ATWOOD & PALMER INC fund profile ATWOOD & PALMER INC full holdings
How ATWOOD & PALMER INC held PR — position size vs. price
% of Fund (quarterly)    PR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,568 — 0% 0.00% $47K 2026-07-08 $19.36
2026 Q1 UNCHANGED — — — 2,568 — 0% 0.00% $55K 2026-04-15 $19.92
2025 Q4 UNCHANGED — — — 2,568 — 0% 0.00% $36K 2026-01-28 $15.28
2025 Q3 REDUCED 73.2% +10.0% ❌ 2,568 -7,000 -73.2% 0.00% $33K 2025-10-15 $11.96
2025 Q2 INITIATED — — — 9,568 — — 0.01% $130K 2025-07-08 $13.87

🏢 Other funds also holding PR

As of 2026 Q2 — sorted by position size

Hardin Capital Partners, LLC 0.1% Trust Point Inc. 0.02% Hilltop National Bank 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.01% GAMMA Investing LLC 0.01% CoreCap Advisors, LLC 3Y 0.01% Avior Wealth Management, LLC 3Y 7Y 0.01% Cedar Mountain Advisors, LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About ATWOOD & PALMER INC and PR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning PR?

ATWOOD & PALMER INC reported PR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported PR position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for PR was 0.01% in 2025 Q2.

What is the latest reported PR position on this page?

The most recent filing on this page is 2026 Q2, when ATWOOD & PALMER INC reported 2,568 shares, equal to 0.00% of portfolio, with an estimated market value of $47K.

What does the chart on this PR ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly PR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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