Anfield Capital Management’s Permian Basin Royalty Trust PBT Stock Holding History

Anfield Capital 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
2025 Q4	–	Sell	-7	Closed	-$128	–	598
2025 Q3	$128	Hold	7	–	–	﹤0.01%	600
2025 Q2	$87	Hold	7	–	–	﹤0.01%	514
2025 Q1	$69	Hold	7	–	–	﹤0.01%	455
2024 Q4	$77	Hold	7	–	–	﹤0.01%	432
2024 Q3	$83	Hold	7	–	–	﹤0.01%	436
2024 Q2	$79	Hold	7	–	–	﹤0.01%	384
2024 Q1	$85	Buy	+7	New	+$95	﹤0.01%	333

Other funds holding PBT

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

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

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

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

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

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

Commonwealth Equity Services

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

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return