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 $21.5B AUM 23.65% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

HKAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFS

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Atria Wealth Solutions's SBR Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Sabine Royalty Trust (SBR) in Q2 2025: 3,078 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in SBR as recently as Q4 2023.

Atria Wealth Solutions first reported a position in SBR in Q4 2022 and has held it in 6 quarters since. The position peaked at $340K in Q3 2023. 136 funds tracked by Wall St. Rank hold SBR as of Q2 2025.

Atria Wealth Solutions held 3,078 shares of Sabine Royalty Trust worth $205K as of Q2 2025.
Sabine Royalty Trust was a new Atria Wealth Solutions position in Q2 2025.
Sabine Royalty Trust made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1380 holding.
Atria Wealth Solutions first reported a position in Sabine Royalty Trust in Q4 2022 and has held it in 6 quarters since.
Atria Wealth Solutions's Sabine Royalty Trust position peaked at $340K in Q3 2023.
136 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.