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
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 $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return