AAS
SBR

Ameritas Advisory Services’s Sabine Royalty Trust SBR Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-1,163
Closed -$92.4K – 1903
2025
Q3 		$92.4K Buy
+1,163
New +$83K 0.01% 867
2023
Q2 		– Sell
-1,240
Closed -$89.6K – 2168
2023
Q1 		$89.6K Sell
1,240
-1,162
-48% -$91.5K ﹤0.01% 1042
2022
Q4 		$205K Buy
+2,402
New +$198K 0.01% 821

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's SBR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Sabine Royalty Trust (SBR) in Q4 2025, closing a stake of 1,163 shares — an estimated $92.4K sold.

Ameritas Advisory Services first reported a position in SBR in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q4 2022. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Sabine Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,163 Sabine Royalty Trust shares in Q4 2025, an estimated $92.4K.
  • Ameritas Advisory Services first reported a position in Sabine Royalty Trust in Q4 2022 and held it in 3 quarters.
  • Ameritas Advisory Services's Sabine Royalty Trust position peaked at $205K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.