Bessemer Group’s Permian Basin Royalty Trust PBT Stock Holding History

Bessemer Group’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
2025 Q4	–	Sell	-96,021	Closed	-$1.75M	–	2663
2025 Q3	$1.75M	Hold	96,021	–	–	﹤0.01%	520
2025 Q2	$1.2M	Buy	96,021 +94,021	+4,701%	+$1,000K	﹤0.01%	586
2025 Q1	$20K	Buy	+2,000	New	+$21.7K	﹤0.01%	1542
2022 Q3	–	Sell	-2,000	Closed	-$33K	–	2128
2022 Q2	$33K	Hold	2,000	–	–	﹤0.01%	1170
2022 Q1	$25K	Hold	2,000	–	–	﹤0.01%	1207
2021 Q4	$20K	Buy	+2,000	New	+$16.5K	﹤0.01%	1278
2015 Q2	–	Sell	-1,000	Closed	-$8K	–	1569
2015 Q1	$8K	Hold	1,000	–	–	﹤0.01%	1260
2014 Q4	$10K	Buy	+1,000	New	+$11.4K	﹤0.01%	1252

Other funds holding PBT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bessemer Group's PBT Position: Q4 2025 in Review

Bessemer Group sold out of Permian Basin Royalty Trust (PBT) in Q4 2025, closing a stake of 96,021 shares — an estimated $1.75M sold.

Bessemer Group first reported a position in PBT in Q4 2014 and held it in 8 quarters. The position peaked at $1.75M in Q3 2025. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

Bessemer Group reported no remaining Permian Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 96,021 Permian Basin Royalty Trust shares in Q4 2025, an estimated $1.75M.
Bessemer Group first reported a position in Permian Basin Royalty Trust in Q4 2014 and held it in 8 quarters.
Bessemer Group's Permian Basin Royalty Trust position peaked at $1.75M in Q3 2025.
103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.