BTI
SBR

Blue Trust Inc’s Sabine Royalty Trust SBR Stock Holding History

Blue Trust Inc’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 		$1.83M Hold
25,055
– – 0.02% 195
2026
Q1 		$1.89M Buy
25,055
+3,297
+15% +$235K 0.02% 195
2025
Q4 		$1.49M Buy
21,758
+4,749
+28% +$345K 0.02% 225
2025
Q3 		$1.35M Hold
17,009
– – 0.02% 234
2025
Q2 		$1.13M Sell
17,009
-11,833
-41% -$777K 0.01% 250
2025
Q1 		$1.95M Hold
28,842
– – 0.03% 161
2024
Q4 		$1.87M Buy
28,842
+3,850
+15% +$242K 0.02% 161
2024
Q3 		$1.62M Hold
24,992
– – 0.02% 185
2024
Q2 		$1.59M Hold
24,992
– – 0.02% 160
2024
Q1 		$1.59M Buy
24,992
+1,327
+6% +$83K 0.02% 132
2023
Q4 		$1.56M Hold
23,665
– – 0.03% 128
2023
Q3 		$1.56M Hold
23,665
– – 0.02% 133
2023
Q2 		$1.7M Sell
23,665
-36,166
-60% -$2.59M 0.03% 118
2023
Q1 		$5.11M Buy
59,831
+35,623
+147% +$2.8M 0.08% 72
2022
Q4 		$1.72M Buy
24,208
+93
+0.4% +$7.67K 0.03% 127
2022
Q3 		$1.47M Buy
24,115
+223
+0.9% +$15.8K 0.03% 121
2022
Q2 		$1.38M Buy
+23,892
New +$1.61M 0.02% 121

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

Blue Trust Inc's SBR Position: Q2 2026 in Review

Blue Trust Inc held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 25,055 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #195.

Blue Trust Inc first reported a position in SBR in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.11M in Q1 2023. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Blue Trust Inc held 25,055 shares of Sabine Royalty Trust worth $1.83M as of Q2 2026.
  • Blue Trust Inc left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #195 holding.
  • Blue Trust Inc first reported a position in Sabine Royalty Trust in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Sabine Royalty Trust position peaked at $5.11M in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.