BP
SBR

BWM Planning’s Sabine Royalty Trust SBR Stock Holding History

BWM Planning’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 		$1.62M Hold
21,552
– – 0.43% 36
2025
Q4 		$1.48M Hold
21,552
– – 0.39% 35
2025
Q3 		$1.71M Hold
21,552
– – 0.51% 32
2025
Q2 		$1.44M Hold
21,552
– – 0.5% 31
2025
Q1 		$1.46M Hold
21,552
– – 0.62% 32
2024
Q4 		$1.4M Hold
21,552
– – 0.61% 31
2024
Q3 		$1.33M Buy
+21,552
New +$1.35M 0.59% 33

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 $6.89B AUM 37.41% 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 $100B AUM 35.1% 1-Year Est. Return

BWM Planning's SBR Position: Q1 2026 in Review

BWM Planning held its Sabine Royalty Trust (SBR) position steady in Q1 2026 at 21,552 shares worth $1.62M. The position accounts for 0.43% of the portfolio, ranked #36.

BWM Planning first reported a position in SBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2025. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • BWM Planning held 21,552 shares of Sabine Royalty Trust worth $1.62M as of Q1 2026.
  • BWM Planning left its Sabine Royalty Trust share count unchanged in Q1 2026.
  • Sabine Royalty Trust made up 0.43% of BWM Planning's portfolio in Q1 2026, its #36 holding.
  • BWM Planning first reported a position in Sabine Royalty Trust in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Sabine Royalty Trust position peaked at $1.71M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.