1900 Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

1900 Wealth Management’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$773K	Buy	10,267 +4,359	+74%	+$311K	0.05%	125
2025 Q4	$405K	Hold	5,908	–	–	0.03%	179
2025 Q3	$469K	Hold	5,908	–	–	0.03%	161
2025 Q2	$393K	Hold	5,908	–	–	0.03%	168
2025 Q1	$399K	Buy	5,908 +1,143	+24%	+$76.1K	0.03%	163
2024 Q4	$309K	Hold	4,765	–	–	0.03%	188
2024 Q3	$294K	Hold	4,765	–	–	0.03%	192
2024 Q2	$308K	Hold	4,765	–	–	0.03%	189
2024 Q1	$303K	Buy	4,765 +1,000	+27%	+$62.5K	0.03%	199
2023 Q4	$255K	Sell	3,765 -1,255	-25%	-$79.3K	0.02%	260
2023 Q3	$331K	Hold	5,020	–	–	0.03%	233
2023 Q2	$331K	Hold	5,020	–	–	0.03%	187
2023 Q1	$360K	Hold	5,020	–	–	0.04%	183
2022 Q4	$429K	Hold	5,020	–	–	0.05%	166
2022 Q3	$357K	Hold	5,020	–	–	0.04%	168
2022 Q2	$306K	Hold	5,020	–	–	0.03%	193
2022 Q1	$290K	Hold	5,020	–	–	0.03%	210
2021 Q4	$209K	Buy	+5,020	New	+$214K	0.02%	231

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return