BIAS
PBT

Beacon Investment Advisory Services’s Permian Basin Royalty Trust PBT Stock Holding History

Beacon Investment Advisory Services’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
2026
Q2 		$25K Hold
1,000
– – ﹤0.01% 516
2026
Q1 		$21.5K Buy
+1,000
New +$19.5K ﹤0.01% 528

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Investment Advisory Services's PBT Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 1,000 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Beacon Investment Advisory Services first reported a position in PBT in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Beacon Investment Advisory Services held 1,000 shares of Permian Basin Royalty Trust worth $25K as of Q2 2026.
  • Beacon Investment Advisory Services left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #516 holding.
  • Beacon Investment Advisory Services first reported a position in Permian Basin Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.