AIM
PBT

Access Investment Management’s Permian Basin Royalty Trust PBT Stock Holding History

Access Investment Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.1K Sell
1,800
-1,200
-40% -$30.4K 0.01% 97
2026
Q1 		$64.6K Sell
3,000
-1,000
-25% -$19.5K 0.02% 94
2025
Q4 		$73K Hold
4,000
– – 0.02% 87
2025
Q3 		$73K Sell
4,000
-1,178
-23% -$18.4K 0.02% 87
2025
Q2 		$64.4K Buy
+5,178
New +$55.1K 0.02% 85
2024
Q4 		$70.7K Sell
6,414
-1,750
-21% -$21K 0.02% 84
2024
Q3 		$96.9K Buy
+8,164
New +$91.8K 0.03% 85

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Access Investment Management's PBT Position: Q2 2026 in Review

Access Investment Management reduced its Permian Basin Royalty Trust (PBT) stake by 40% in Q2 2026, selling an estimated $30.4K and leaving 1,800 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #97.

Access Investment Management first reported a position in PBT in Q3 2024 and has held it in 7 quarters since. The position peaked at $96.9K in Q3 2024. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Access Investment Management held 1,800 shares of Permian Basin Royalty Trust worth $45.1K as of Q2 2026.
  • Access Investment Management sold 1,200 Permian Basin Royalty Trust shares in Q2 2026, an estimated $30.4K.
  • Permian Basin Royalty Trust made up 0.01% of Access Investment Management's portfolio in Q2 2026, its #97 holding.
  • Access Investment Management first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 7 quarters since.
  • Access Investment Management's Permian Basin Royalty Trust position peaked at $96.9K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.