Corient Private Wealth
PBT

Corient Private Wealth’s Permian Basin Royalty Trust PBT Stock Holding History

Corient Private Wealth’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$522K Buy
20,865
+1,974
+10% +$50K ﹤0.01% 2189
2026
Q1 		$407K Hold
18,891
– – ﹤0.01% 2139
2025
Q4 		$320K Buy
18,891
+51
+0.3% +$914 ﹤0.01% 2133
2025
Q3 		$344K Buy
+18,840
New +$294K ﹤0.01% 2037

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth's PBT Position: Q2 2026 in Review

Corient Private Wealth increased its Permian Basin Royalty Trust (PBT) stake by 10% in Q2 2026, buying an estimated $50K and bringing the position to 20,865 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Corient Private Wealth first reported a position in PBT in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Corient Private Wealth held 20,865 shares of Permian Basin Royalty Trust worth $522K as of Q2 2026.
  • Corient Private Wealth bought 1,974 Permian Basin Royalty Trust shares in Q2 2026, an estimated $50K.
  • Permian Basin Royalty Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2189 holding.
  • Corient Private Wealth first reported a position in Permian Basin Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.