Corient Private Wealth
SBR

Corient Private Wealth’s Sabine Royalty Trust SBR Stock Holding History

Corient Private Wealth’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 		$501K Hold
6,850
– – ﹤0.01% 2221
2026
Q1 		$516K Buy
+6,850
New +$489K ﹤0.01% 2016
2025
Q4 		– Sell
-6,883
Closed -$547K – 2771
2025
Q3 		$547K Hold
6,883
– – ﹤0.01% 1748
2025
Q2 		$459K Hold
6,883
– – ﹤0.01% 1748
2025
Q1 		$466K Hold
6,883
– – ﹤0.01% 1632
2024
Q4 		$446K Hold
6,883
– – ﹤0.01% 1686
2024
Q3 		$425K Hold
6,883
– – ﹤0.01% 1829
2024
Q2 		$445K Hold
6,883
– – ﹤0.01% 1710
2024
Q1 		$438K Sell
6,883
-11,010
-62% -$689K ﹤0.01% 1704
2023
Q4 		$1.21M Buy
17,893
+33
+0.2% +$2.09K ﹤0.01% 1214
2023
Q3 		$1.18M Hold
17,860
– – ﹤0.01% 1134
2023
Q2 		$1.18M Buy
17,860
+6,850
+62% +$490K ﹤0.01% 1092
2023
Q1 		$791K Buy
+11,010
New +$867K ﹤0.01% 1185

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

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

Corient Private Wealth held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 6,850 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Corient Private Wealth first reported a position in SBR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2023. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Corient Private Wealth held 6,850 shares of Sabine Royalty Trust worth $501K as of Q2 2026.
  • Corient Private Wealth left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2221 holding.
  • Corient Private Wealth first reported a position in Sabine Royalty Trust in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Sabine Royalty Trust position peaked at $1.21M in Q4 2023.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

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