APW
SBR

Aventura Private Wealth’s Sabine Royalty Trust SBR Stock Holding History

Aventura Private Wealth’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
2026
Q2 		$2.49K Hold
34
– – ﹤0.01% 793
2026
Q1 		$2.55K Hold
34
– – ﹤0.01% 729
2025
Q4 		$2.33K Hold
34
– – ﹤0.01% 673
2025
Q3 		$2.7K Hold
34
– – ﹤0.01% 649
2025
Q2 		$2.26K Hold
34
– – ﹤0.01% 612
2025
Q1 		$2.29K Hold
34
– – ﹤0.01% 594
2024
Q4 		$2.2K Buy
+34
New +$2.13K ﹤0.01% 573

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Aventura Private Wealth's SBR Position: Q2 2026 in Review

Aventura Private Wealth held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 34 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Aventura Private Wealth first reported a position in SBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7K in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Aventura Private Wealth held 34 shares of Sabine Royalty Trust worth $2.49K as of Q2 2026.
  • Aventura Private Wealth left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #793 holding.
  • Aventura Private Wealth first reported a position in Sabine Royalty Trust in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Sabine Royalty Trust position peaked at $2.7K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.