AWS
PBT

Atria Wealth Solutions’s Permian Basin Royalty Trust PBT Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-11,465
Closed -$127K – 2031
2024
Q4 		$127K Buy
+11,465
New +$137K ﹤0.01% 1885

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's PBT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Permian Basin Royalty Trust (PBT) in Q1 2025, closing a stake of 11,465 shares — an estimated $127K sold.

Atria Wealth Solutions first reported a position in PBT in Q4 2024 and held it in 1 quarter. The position peaked at $127K in Q4 2024. 94 funds tracked by Wall St. Rank hold PBT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Permian Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,465 Permian Basin Royalty Trust shares in Q1 2025, an estimated $127K.
  • Atria Wealth Solutions first reported a position in Permian Basin Royalty Trust in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Permian Basin Royalty Trust position peaked at $127K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.