Atlantic Union Bankshares’s Permian Basin Royalty Trust PBT Stock Holding History

Atlantic Union Bankshares’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
2026 Q2	$190K	Buy	7,598 +3	+0%	+$76	﹤0.01%	634
2026 Q1	$163K	Buy	7,595 +4	+0.1%	+$78	﹤0.01%	628
2025 Q4	$129K	Buy	7,591 +9	+0.1%	+$161	﹤0.01%	681
2025 Q3	$138K	Buy	7,582 +1,058	+16%	+$16.5K	﹤0.01%	676
2025 Q2	$81.3K	Buy	+6,524	New	+$69.4K	﹤0.01%	587

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlantic Union Bankshares's PBT Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Permian Basin Royalty Trust (PBT) stake by 0.04% in Q2 2026, buying an estimated $76 and bringing the position to 7,598 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Atlantic Union Bankshares first reported a position in PBT in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Atlantic Union Bankshares held 7,598 shares of Permian Basin Royalty Trust worth $190K as of Q2 2026.
Atlantic Union Bankshares bought 3 Permian Basin Royalty Trust shares in Q2 2026, an estimated $76.
Permian Basin Royalty Trust made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #634 holding.
Atlantic Union Bankshares first reported a position in Permian Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.