Barclays
PBT

Barclays’s Permian Basin Royalty Trust PBT Stock Holding History

Barclays’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
2018
Q2 		– Sell
-700
Closed -$7K – 7200
2018
Q1 		$7K Sell
700
-1,100
-61% -$10.2K ﹤0.01% 6729
2017
Q4 		$16K Buy
+1,800
New +$16.5K ﹤0.01% 6374
2017
Q2 		– Sell
-300
Closed -$3K – 6852
2017
Q1 		$3K Hold
300
– – ﹤0.01% 6395
2016
Q4 		$2K Buy
+300
New +$2.17K ﹤0.01% 6363
2016
Q2 		– Sell
-1,000
Closed -$6K – 6555
2016
Q1 		$6K Buy
+1,000
New +$5.51K ﹤0.01% 5627
2015
Q2 		– Sell
-1,100
Closed -$9K – 7147
2015
Q1 		$9K Buy
+1,100
New +$10.4K ﹤0.01% 6281
2014
Q3 		– Sell
-1,500
Closed -$21K – 7773
2014
Q2 		$21K Sell
1,500
-1,000
-40% -$13.9K ﹤0.01% 6486
2014
Q1 		$33K Buy
2,500
+500
+25% +$6.47K ﹤0.01% 6305
2013
Q4 		$24K Sell
2,000
-5,400
-73% -$76.9K ﹤0.01% 6595
2013
Q3 		$104K Buy
7,400
+1,100
+17% +$14.9K ﹤0.01% 5577
2013
Q2 		$84K Buy
+6,300
New +$81.4K ﹤0.01% 5921

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Barclays's PBT Position: Q1 2026 in Review

Barclays increased its Permian Basin Royalty Trust (PBT) stake by 560% in Q1 2026, buying an estimated $29.8K and bringing the position to 1,803 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Barclays first reported a position in PBT in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.67M in Q4 2013. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Barclays held 1,803 shares of Permian Basin Royalty Trust worth $38.8K as of Q1 2026.
  • Barclays bought 1,530 Permian Basin Royalty Trust shares in Q1 2026, an estimated $29.8K.
  • Permian Basin Royalty Trust made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #4402 holding.
  • Barclays first reported a position in Permian Basin Royalty Trust in Q2 2013 and has held it in 25 quarters since.
  • Barclays's Permian Basin Royalty Trust position peaked at $1.67M in Q4 2013.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.