AWS
SBR

Atria Wealth Solutions’s Sabine Royalty Trust SBR Stock Holding History

Atria Wealth Solutions’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
Q2 		$205K Buy
+3,078
New +$202K ﹤0.01% 1380
2024
Q1 		– Sell
-4,115
Closed -$279K – 2052
2023
Q4 		$279K Sell
4,115
-1,052
-20% -$66.5K ﹤0.01% 1546
2023
Q3 		$340K Buy
5,167
+983
+23% +$64.6K ﹤0.01% 1336
2023
Q2 		$276K Buy
4,184
+431
+11% +$30.9K ﹤0.01% 1502
2023
Q1 		$270K Buy
3,753
+1,215
+48% +$95.7K ﹤0.01% 1479
2022
Q4 		$217K Buy
+2,538
New +$209K ﹤0.01% 1563

Other funds holding SBR

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return