Ameritas Advisory Services’s Permian Basin Royalty Trust PBT Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-182	Closed	-$2.27K	–	2689
2025 Q2	$2.27K	Buy	+182	New	+$1.94K	﹤0.01%	2449
2023 Q2	–	Sell	-174	Closed	-$4.42K	–	1947
2023 Q1	$4.42K	Buy	+174	New	+$4.14K	﹤0.01%	2188

Other funds holding PBT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

HKAM

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameritas Advisory Services's PBT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Permian Basin Royalty Trust (PBT) in Q3 2025, closing a stake of 182 shares — an estimated $2.27K sold.

Ameritas Advisory Services first reported a position in PBT in Q1 2023 and held it in 2 quarters. The position peaked at $4.42K in Q1 2023. 95 funds tracked by Wall St. Rank hold PBT as of Q3 2025.

Ameritas Advisory Services reported no remaining Permian Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 182 Permian Basin Royalty Trust shares in Q3 2025, an estimated $2.27K.
Ameritas Advisory Services first reported a position in Permian Basin Royalty Trust in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Permian Basin Royalty Trust position peaked at $4.42K in Q1 2023.
95 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.