Allworth Financial’s Permian Basin Royalty Trust PBT Stock Holding History

Allworth Financial’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	$7.51K	Buy	+300	New	+$7.59K	﹤0.01%	3908
2016 Q1	–	Hold	0	–	–	–	535
2015 Q4	–	Hold	0	–	–	–	592
2015 Q3	–	Hold	0	–	–	–	541
2015 Q2	–	Hold	0	–	–	–	532
2015 Q1	–	Hold	0	–	–	–	538

Other funds holding PBT

HKAM

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

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's PBT Position: Q2 2026 in Review

Allworth Financial opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 300 shares worth $7.51K. The stake represents ﹤0.01% of the portfolio and ranks #3908 among its holdings.

101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Allworth Financial held 300 shares of Permian Basin Royalty Trust worth $7.51K as of Q2 2026.
Permian Basin Royalty Trust was a new Allworth Financial position in Q2 2026.
Permian Basin Royalty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3908 holding.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.