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

49 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 Q2	$1.17M	Buy	+16,049	New	+$1.21M	0.22%	69

Other funds holding SBR

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HFS

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

49 Wealth Management's SBR Position: Q2 2026 in Review

49 Wealth Management opened a new position in Sabine Royalty Trust (SBR) in Q2 2026: 16,049 shares worth $1.17M. The stake represents 0.22% of the portfolio and ranks #69 among its holdings.

149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

49 Wealth Management held 16,049 shares of Sabine Royalty Trust worth $1.17M as of Q2 2026.
Sabine Royalty Trust was a new 49 Wealth Management position in Q2 2026.
Sabine Royalty Trust made up 0.22% of 49 Wealth Management's portfolio in Q2 2026, its #69 holding.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.