Cetera Investment Advisers

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 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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return