Carson Wealth (CWM LLC)
SBR

Carson Wealth (CWM LLC)’s Sabine Royalty Trust SBR Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.6K Buy
248
+3
+1% +$214 ﹤0.01% 4458
2025
Q4 		$17K Buy
245
+3
+1% +$218 ﹤0.01% 4271
2025
Q3 		$19K Buy
242
+5
+2% +$357 ﹤0.01% 4165
2025
Q2 		$16K Buy
237
+3
+1% +$197 ﹤0.01% 4051
2025
Q1 		$16K Buy
234
+4
+2% +$266 ﹤0.01% 3845
2024
Q4 		$15K Buy
230
+5
+2% +$314 ﹤0.01% 3637
2024
Q3 		$14K Buy
225
+4
+2% +$251 ﹤0.01% 3600
2024
Q2 		$14K Buy
221
+6
+3% +$387 ﹤0.01% 3356
2024
Q1 		$14K Buy
215
+8
+4% +$500 ﹤0.01% 3147
2023
Q4 		$14K Buy
207
+4
+2% +$253 ﹤0.01% 3003
2023
Q3 		$13K Buy
203
+2
+1% +$131 ﹤0.01% 3002
2023
Q2 		$13K Buy
201
+1
+0.5% +$72 ﹤0.01% 2934
2023
Q1 		$14K Hold
200
– – ﹤0.01% 2759
2022
Q4 		$17K Hold
200
– – ﹤0.01% 2486
2022
Q3 		$14K Hold
200
– – ﹤0.01% 2484
2022
Q2 		$12K Hold
200
– – ﹤0.01% 2481
2022
Q1 		$12K Hold
200
– – ﹤0.01% 2387
2021
Q4 		$8K Buy
+200
New +$8.51K ﹤0.01% 2498
2021
Q2 		$8K Hold
200
– – ﹤0.01% 2207
2021
Q1 		$8K Hold
200
– – ﹤0.01% 2206
2020
Q4 		$8K Hold
200
– – ﹤0.01% 2206
2020
Q3 		$8K Hold
200
– – ﹤0.01% 2206
2020
Q2 		$8K Hold
200
– – ﹤0.01% 2205
2020
Q1 		$8K Hold
200
– – ﹤0.01% 2205
2019
Q4 		$8K Hold
200
– – ﹤0.01% 2205
2019
Q3 		$8K Hold
200
– – ﹤0.01% 2205
2019
Q2 		$8K Hold
200
– – ﹤0.01% 2205
2019
Q1 		$8K Buy
+200
New +$8.66K ﹤0.01% 2205

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 $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 $24.4B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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 $127B AUM 46.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sabine Royalty Trust (SBR) stake by 1.2% in Q1 2026, buying an estimated $214 and bringing the position to 248 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4458.

Carson Wealth (CWM LLC) first reported a position in SBR in Q1 2019 and has held it in 28 quarters since. The position peaked at $19K in Q3 2025. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 248 shares of Sabine Royalty Trust worth $18.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 Sabine Royalty Trust shares in Q1 2026, an estimated $214.
  • Sabine Royalty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4458 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sabine Royalty Trust in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Sabine Royalty Trust position peaked at $19K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.