BFG
SBR

Beacon Financial Group’s Sabine Royalty Trust SBR Stock Holding History

Beacon Financial Group’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 		$385K Hold
5,255
– – 0.04% 281
2026
Q1 		$394K Hold
5,255
– – 0.04% 260
2025
Q4 		$360K Hold
5,255
– – 0.04% 272
2025
Q3 		$417K Hold
5,255
– – 0.04% 247
2025
Q2 		$349K Hold
5,255
– – 0.04% 272
2025
Q1 		$354K Hold
5,255
– – 0.04% 259
2024
Q4 		$341K Hold
5,255
– – 0.04% 265
2024
Q3 		$324K Buy
+5,255
New +$330K 0.04% 270

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

Beacon Financial Group's SBR Position: Q2 2026 in Review

Beacon Financial Group held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 5,255 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #281.

Beacon Financial Group first reported a position in SBR in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Beacon Financial Group held 5,255 shares of Sabine Royalty Trust worth $385K as of Q2 2026.
  • Beacon Financial Group left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #281 holding.
  • Beacon Financial Group first reported a position in Sabine Royalty Trust in Q3 2024 and has held it in 8 quarters since.
  • Beacon Financial Group's Sabine Royalty Trust position peaked at $417K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.