CIAM
PBT

Caitong International Asset Management’s Permian Basin Royalty Trust PBT Stock Holding History

Caitong International Asset Management’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
Q1 		– Sell
-1,385
Closed -$23.5K – 2937
2025
Q4 		$23.5K Buy
+1,385
New +$24.8K 0.01% 951
2025
Q3 		– Sell
-389
Closed -$4.85K – 2367
2025
Q2 		$4.85K Sell
389
-4
-1% -$43 ﹤0.01% 1028
2025
Q1 		$3.9K Buy
+393
New +$4.26K ﹤0.01% 1095

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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 $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Caitong International Asset Management's PBT Position: Q1 2026 in Review

Caitong International Asset Management sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 1,385 shares — an estimated $23.5K sold.

Caitong International Asset Management first reported a position in PBT in Q1 2025 and held it in 3 quarters. The position peaked at $23.5K in Q4 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Caitong International Asset Management reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 1,385 Permian Basin Royalty Trust shares in Q1 2026, an estimated $23.5K.
  • Caitong International Asset Management first reported a position in Permian Basin Royalty Trust in Q1 2025 and held it in 3 quarters.
  • Caitong International Asset Management's Permian Basin Royalty Trust position peaked at $23.5K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.