BWS
PBT

Buck Wealth Strategies’s Permian Basin Royalty Trust PBT Stock Holding History

Buck Wealth Strategies’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
2026
Q2 		$2.5K Buy
+100
New +$2.53K ﹤0.01% 827

Other funds holding PBT

MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Buck Wealth Strategies's PBT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 100 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

58 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Buck Wealth Strategies held 100 shares of Permian Basin Royalty Trust worth $2.5K as of Q2 2026.
  • Permian Basin Royalty Trust was a new Buck Wealth Strategies position in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #827 holding.
  • 58 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.