Cambridge Investment Research Advisors
SBR

Cambridge Investment Research Advisors’s Sabine Royalty Trust SBR Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-3,797
Closed -$260K – 4051
2025
Q4 		$260K Sell
3,797
-140
-4% -$10.2K ﹤0.01% 3345
2025
Q3 		$313K Buy
3,937
+8
+0.2% +$571 ﹤0.01% 3077
2025
Q2 		$262K Sell
3,929
-248
-6% -$16.3K ﹤0.01% 3094
2025
Q1 		$282K Buy
4,177
+3
+0.1% +$200 ﹤0.01% 2916
2024
Q4 		$271K Buy
4,174
+3
+0.1% +$188 ﹤0.01% 2921
2024
Q3 		$257K Buy
4,171
+2
+0% +$125 ﹤0.01% 2944
2024
Q2 		$270K Buy
4,169
+4
+0.1% +$258 ﹤0.01% 2786
2024
Q1 		$265K Buy
+4,165
New +$261K ﹤0.01% 2804
2023
Q4 		– Sell
-8,732
Closed -$575K – 3290
2023
Q3 		$575K Buy
8,732
+199
+2% +$13.1K ﹤0.01% 1968
2023
Q2 		$563K Buy
8,533
+1,052
+14% +$75.3K ﹤0.01% 2036
2023
Q1 		$537K Buy
7,481
+132
+2% +$10.4K ﹤0.01% 2031
2022
Q4 		$628K Buy
+7,349
New +$607K ﹤0.01% 1848
2022
Q3 		– Sell
-3,376
Closed -$206K – 3152
2022
Q2 		$206K Buy
+3,376
New +$228K ﹤0.01% 2702

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 $4.79B AUM 27.94% 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

Cambridge Investment Research Advisors's SBR Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 3,797 shares — an estimated $260K sold.

Cambridge Investment Research Advisors first reported a position in SBR in Q2 2022 and held it in 13 quarters. The position peaked at $628K in Q4 2022. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,797 Sabine Royalty Trust shares in Q1 2026, an estimated $260K.
  • Cambridge Investment Research Advisors first reported a position in Sabine Royalty Trust in Q2 2022 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Sabine Royalty Trust position peaked at $628K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.