CIA
SBR

Concurrent Investment Advisors’s Sabine Royalty Trust SBR Stock Holding History

Concurrent Investment 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
Q2 		$1.68M Sell
22,951
-530
-2% -$39.9K 0.01% 775
2026
Q1 		$1.76M Sell
23,481
-291
-1% -$20.8K 0.02% 663
2025
Q4 		$1.63M Sell
23,772
-978
-4% -$71.1K 0.02% 644
2025
Q3 		$1.97M Sell
24,750
-605
-2% -$43.2K 0.03% 473
2025
Q2 		$1.69M Sell
25,355
-3,069
-11% -$202K 0.03% 470
2025
Q1 		$1.92M Buy
28,424
+213
+0.8% +$14.2K 0.05% 373
2024
Q4 		$1.83M Buy
28,211
+597
+2% +$37.5K 0.05% 344
2024
Q3 		$1.7M Buy
27,614
+22,949
+492% +$1.44M 0.05% 355
2024
Q2 		$302K Buy
+4,665
New +$301K 0.01% 733

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

Concurrent Investment Advisors's SBR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Sabine Royalty Trust (SBR) stake by 2.3% in Q2 2026, selling an estimated $39.9K and leaving 22,951 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #775.

Concurrent Investment Advisors first reported a position in SBR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Concurrent Investment Advisors held 22,951 shares of Sabine Royalty Trust worth $1.68M as of Q2 2026.
  • Concurrent Investment Advisors sold 530 Sabine Royalty Trust shares in Q2 2026, an estimated $39.9K.
  • Sabine Royalty Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #775 holding.
  • Concurrent Investment Advisors first reported a position in Sabine Royalty Trust in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Sabine Royalty Trust position peaked at $1.97M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.