Burford Brothers’s Sabine Royalty Trust SBR Stock Holding History

Burford Brothers’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	$750K	Hold	10,000	–	–	0.31%	80
2025 Q4	$686K	Sell	10,000 -142	-1%	-$10.3K	0.28%	86
2025 Q3	$806K	Hold	10,142	–	–	0.34%	72
2025 Q2	$674K	Buy	10,142 +142	+1%	+$9.33K	0.31%	76
2025 Q1	$675K	Hold	10,000	–	–	0.33%	81
2024 Q4	$648K	Hold	10,000	–	–	0.32%	80
2024 Q3	$616K	Hold	10,000	–	–	0.32%	83
2024 Q2	$645K	Hold	10,000	–	–	0.38%	68
2024 Q1	$632K	Hold	10,000	–	–	0.41%	65
2023 Q4	$677K	Buy	+10,000	New	+$632K	0.48%	52

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return