BBHC
PBT

Brown Brothers Harriman & Co’s Permian Basin Royalty Trust PBT Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-22,645
Closed -$251K – 1433
2024
Q4 		$251K Buy
+22,645
New +$271K ﹤0.01% 536

Other funds holding PBT

SA
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Brothers Harriman & Co's PBT Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Permian Basin Royalty Trust (PBT) in Q1 2025, closing a stake of 22,645 shares — an estimated $251K sold.

Brown Brothers Harriman & Co first reported a position in PBT in Q4 2024 and held it in 1 quarter. The position peaked at $251K in Q4 2024. 94 funds tracked by Wall St. Rank hold PBT as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Permian Basin Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 22,645 Permian Basin Royalty Trust shares in Q1 2025, an estimated $251K.
  • Brown Brothers Harriman & Co first reported a position in Permian Basin Royalty Trust in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Permian Basin Royalty Trust position peaked at $251K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.