Barclays
SBR

Barclays’s Sabine Royalty Trust SBR Stock Holding History

Barclays’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
Q1 		$678 Sell
9
-35
-80% -$2.5K ﹤0.01% 4921
2025
Q4 		$3.02K Buy
44
+3
+7% +$218 ﹤0.01% 5025
2025
Q3 		$3.26K Buy
+41
New +$2.93K ﹤0.01% 5118
2015
Q4 		– Sell
-5,240
Closed -$158K – 6506
2015
Q3 		$158K Buy
5,240
+3,530
+206% +$116K ﹤0.01% 4303
2015
Q2 		$64K Hold
1,710
– – ﹤0.01% 4996
2015
Q1 		$66K Hold
1,710
– – ﹤0.01% 5121
2014
Q4 		$60K Sell
1,710
-5,592
-77% -$264K ﹤0.01% 5573
2014
Q3 		$393K Sell
7,302
-317
-4% -$18K ﹤0.01% 4164
2014
Q2 		$457K Sell
7,619
-4,510
-37% -$249K ﹤0.01% 4068
2014
Q1 		$592K Sell
12,129
-5,124
-30% -$258K ﹤0.01% 3785
2013
Q4 		$864K Hold
17,253
– – ﹤0.01% 3544
2013
Q3 		$863K Buy
17,253
+6,258
+57% +$324K ﹤0.01% 3518
2013
Q2 		$568K Buy
+10,995
New +$563K ﹤0.01% 4058

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return