Cetera Investment Advisers
SBR

Cetera Investment Advisers’s Sabine Royalty Trust SBR Stock Holding History

Cetera Investment Advisers’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 		$866K Buy
11,824
+5,067
+75% +$382K ﹤0.01% 3176
2026
Q1 		$509K Buy
6,757
+254
+4% +$18.1K ﹤0.01% 3501
2025
Q4 		$446K Sell
6,503
-551
-8% -$40K ﹤0.01% 3534
2025
Q3 		$561K Buy
7,054
+1,128
+19% +$80.5K ﹤0.01% 3286
2025
Q2 		$395K Buy
5,926
+425
+8% +$27.9K ﹤0.01% 3150
2025
Q1 		$372K Sell
5,501
-421
-7% -$28K ﹤0.01% 3095
2024
Q4 		$384K Buy
5,922
+231
+4% +$14.5K ﹤0.01% 2904
2024
Q3 		$352K Buy
5,691
+266
+5% +$16.7K ﹤0.01% 2934
2024
Q2 		$351K Buy
5,425
+335
+7% +$21.6K ﹤0.01% 2895
2024
Q1 		$324K Buy
+5,090
New +$318K ﹤0.01% 2964

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

Cetera Investment Advisers's SBR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Sabine Royalty Trust (SBR) stake by 75% in Q2 2026, buying an estimated $382K and bringing the position to 11,824 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Cetera Investment Advisers first reported a position in SBR in Q1 2024 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Cetera Investment Advisers held 11,824 shares of Sabine Royalty Trust worth $866K as of Q2 2026.
  • Cetera Investment Advisers bought 5,067 Sabine Royalty Trust shares in Q2 2026, an estimated $382K.
  • Sabine Royalty Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3176 holding.
  • Cetera Investment Advisers first reported a position in Sabine Royalty Trust in Q1 2024 and has held it in 10 quarters since.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.