CSC
SBR

Caldwell Sutter Capital’s Sabine Royalty Trust SBR Stock Holding History

Caldwell Sutter Capital’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
Q2 		$14.6K Buy
+200
New +$15.1K 0.01% 570

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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 $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Caldwell Sutter Capital's SBR Position: Q2 2026 in Review

Caldwell Sutter Capital opened a new position in Sabine Royalty Trust (SBR) in Q2 2026: 200 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Caldwell Sutter Capital held 200 shares of Sabine Royalty Trust worth $14.6K as of Q2 2026.
  • Sabine Royalty Trust was a new Caldwell Sutter Capital position in Q2 2026.
  • Sabine Royalty Trust made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #570 holding.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.