Asset Planning Corporation’s Sabine Royalty Trust SBR Stock Holding History

Asset Planning Corporation’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 Q3	$475K	Buy	+5,982	New	+$427K	0.23%	31

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Asset Planning Corporation's SBR Position: Q3 2025 in Review

Asset Planning Corporation opened a new position in Sabine Royalty Trust (SBR) in Q3 2025: 5,982 shares worth $475K. The stake represents 0.23% of the portfolio and ranks #31 among its holdings.

147 funds tracked by Wall St. Rank hold SBR as of Q3 2025.

Asset Planning Corporation held 5,982 shares of Sabine Royalty Trust worth $475K as of Q3 2025.
Sabine Royalty Trust was a new Asset Planning Corporation position in Q3 2025.
Sabine Royalty Trust made up 0.23% of Asset Planning Corporation's portfolio in Q3 2025, its #31 holding.
147 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.