ATPW
SBR

Ashton Thomas Private Wealth’s Sabine Royalty Trust SBR Stock Holding History

Ashton Thomas Private Wealth’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
2026
Q2 		$5.53M Sell
75,578
-31,061
-29% -$2.34M 0.12% 190
2026
Q1 		$8.03M Buy
+106,639
New +$7.61M 0.19% 114

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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 $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ashton Thomas Private Wealth's SBR Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Sabine Royalty Trust (SBR) stake by 29% in Q2 2026, selling an estimated $2.34M and leaving 75,578 shares worth $5.53M. The position accounts for 0.12% of the portfolio, ranked #190.

Ashton Thomas Private Wealth first reported a position in SBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.03M in Q1 2026. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Ashton Thomas Private Wealth held 75,578 shares of Sabine Royalty Trust worth $5.53M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 31,061 Sabine Royalty Trust shares in Q2 2026, an estimated $2.34M.
  • Sabine Royalty Trust made up 0.12% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Ashton Thomas Private Wealth first reported a position in Sabine Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • Ashton Thomas Private Wealth's Sabine Royalty Trust position peaked at $8.03M in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.