BPA
SBR

Beacon Pointe Advisors’s Sabine Royalty Trust SBR Stock Holding History

Beacon Pointe Advisors’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 		$18.5M Buy
252,353
+30,386
+14% +$2.29M 0.09% 221
2026
Q1 		$16.6M Buy
221,967
+135,578
+157% +$9.67M 0.09% 209
2025
Q4 		$5.92M Buy
86,389
+805
+0.9% +$58.5K 0.04% 350
2025
Q3 		$6.8M Sell
85,584
-110,310
-56% -$7.88M 0.06% 296
2025
Q2 		$13M Buy
195,894
+2,443
+1% +$160K 0.14% 147
2025
Q1 		$13.1M Buy
193,451
+5,340
+3% +$356K 0.15% 138
2024
Q4 		$12.2M Buy
188,111
+139,836
+290% +$8.78M 0.14% 143
2024
Q3 		$2.97M Sell
48,275
-805
-2% -$50.5K 0.03% 393
2024
Q2 		$3.17M Sell
49,080
-150,574
-75% -$9.71M 0.04% 377
2024
Q1 		$12.6M Buy
199,654
+1,164
+0.6% +$72.8K 0.14% 149
2023
Q4 		$13.4M Buy
198,490
+5,318
+3% +$336K 0.16% 140
2023
Q3 		$12.7M Buy
193,172
+48,103
+33% +$3.16M 0.16% 144
2023
Q2 		$9.55M Buy
145,069
+118,855
+453% +$8.51M 0.16% 130
2023
Q1 		$1.89M Sell
26,214
-104,686
-80% -$8.24M 0.03% 410
2022
Q4 		$11.2M Buy
+130,900
New +$10.8M 0.22% 106

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's SBR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Sabine Royalty Trust (SBR) stake by 14% in Q2 2026, buying an estimated $2.29M and bringing the position to 252,353 shares worth $18.5M. The position accounts for 0.09% of the portfolio, ranked #221.

Beacon Pointe Advisors first reported a position in SBR in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Beacon Pointe Advisors held 252,353 shares of Sabine Royalty Trust worth $18.5M as of Q2 2026.
  • Beacon Pointe Advisors bought 30,386 Sabine Royalty Trust shares in Q2 2026, an estimated $2.29M.
  • Sabine Royalty Trust made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #221 holding.
  • Beacon Pointe Advisors first reported a position in Sabine Royalty Trust in Q4 2022 and has held it in 15 quarters since.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.