Creative Planning
SBR

Creative Planning’s Sabine Royalty Trust SBR Stock Holding History

Creative Planning’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 		$1.34M Buy
17,834
+115
+0.6% +$8.2K ﹤0.01% 2227
2025
Q4 		$1.21M Buy
17,719
+1,222
+7% +$88.8K ﹤0.01% 2128
2025
Q3 		$1.31M Sell
16,497
-573
-3% -$40.9K ﹤0.01% 1874
2025
Q2 		$1.13M Sell
17,070
-100
-0.6% -$6.57K ﹤0.01% 1745
2025
Q1 		$1.16M Buy
17,170
+31
+0.2% +$2.06K ﹤0.01% 1602
2024
Q4 		$1.11M Buy
17,139
+1,420
+9% +$89.1K ﹤0.01% 1570
2024
Q3 		$968K Buy
15,719
+150
+1% +$9.41K ﹤0.01% 1536
2024
Q2 		$1M Sell
15,569
-2
-0% -$129 ﹤0.01% 1398
2024
Q1 		$984K Sell
15,571
-109
-0.7% -$6.82K ﹤0.01% 1350
2023
Q4 		$1.06M Sell
15,680
-129
-0.8% -$8.16K ﹤0.01% 1201
2023
Q3 		$1.04M Hold
15,809
– – ﹤0.01% 1142
2023
Q2 		$1.04M Buy
15,809
+100
+0.6% +$7.16K ﹤0.01% 1109
2023
Q1 		$1.13M Hold
15,709
– – ﹤0.01% 1016
2022
Q4 		$1.34M Hold
15,709
– – ﹤0.01% 900
2022
Q3 		$1.12M Buy
15,709
+40
+0.3% +$2.83K ﹤0.01% 922
2022
Q2 		$954K Hold
15,669
– – ﹤0.01% 997
2022
Q1 		$905K Buy
15,669
+332
+2% +$17.5K ﹤0.01% 1035
2021
Q4 		$639K Sell
15,337
-1,500
-9% -$63.8K ﹤0.01% 1172
2021
Q3 		$721K Buy
16,837
+1,000
+6% +$39.8K ﹤0.01% 1108
2021
Q2 		$639K Sell
15,837
-1,445
-8% -$51.6K ﹤0.01% 1143
2021
Q1 		$525K Buy
17,282
+45
+0.3% +$1.42K ﹤0.01% 1412
2020
Q4 		$486K Hold
17,237
– – ﹤0.01% 1335
2020
Q3 		$502K Hold
17,237
– – ﹤0.01% 1129
2020
Q2 		$478K Sell
17,237
-200
-1% -$5.48K ﹤0.01% 1060
2020
Q1 		$482K Sell
17,437
-2,000
-10% -$70.9K ﹤0.01% 963
2019
Q4 		$783K Sell
19,437
-200
-1% -$7.92K ﹤0.01% 900
2019
Q3 		$852K Buy
19,637
+3,136
+19% +$140K ﹤0.01% 830
2019
Q2 		$797K Buy
16,501
+1,001
+6% +$48.4K ﹤0.01% 858
2019
Q1 		$721K Sell
15,500
-1,100
-7% -$47.7K ﹤0.01% 867
2018
Q4 		$619K Sell
16,600
-26,893
-62% -$1.02M ﹤0.01% 861
2018
Q3 		$1.83M Sell
43,493
-50
-0.1% -$2.23K 0.01% 503
2018
Q2 		$2.05M Hold
43,543
– – 0.01% 466
2018
Q1 		$1.91M Buy
43,543
+300
+0.7% +$13.5K 0.01% 475
2017
Q4 		$1.93M Sell
43,243
-150
-0.3% -$6.39K 0.01% 471
2017
Q3 		$1.77M Buy
43,393
+200
+0.5% +$7.89K 0.01% 504
2017
Q2 		$1.67M Hold
43,193
– – 0.01% 493
2017
Q1 		$1.54M Hold
43,193
– – 0.01% 516
2016
Q4 		$1.52M Hold
43,193
– – 0.01% 485
2016
Q3 		$1.59M Hold
43,193
– – 0.01% 444
2016
Q2 		$1.44M Sell
43,193
-375
-0.9% -$12.4K 0.01% 418
2016
Q1 		$1.29M Buy
43,568
+405
+0.9% +$12.3K 0.01% 426
2015
Q4 		$1.13M Buy
43,163
+77
+0.2% +$2.4K 0.01% 468
2015
Q3 		$1.32M Buy
43,086
+1,200
+3% +$39.6K 0.01% 403
2015
Q2 		$1.58M Buy
41,886
+1,199
+3% +$47.8K 0.01% 350
2015
Q1 		$1.6M Buy
40,687
+101
+0.2% +$4.09K 0.02% 330
2014
Q4 		$1.45M Buy
40,586
+27,823
+218% +$1.31M 0.02% 343
2014
Q3 		$692K Hold
12,763
– – 0.01% 546
2014
Q2 		$773K Buy
12,763
+200
+2% +$11.1K 0.01% 475
2014
Q1 		$622K Hold
12,563
– – 0.01% 531
2013
Q4 		$635K Hold
12,563
– – 0.01% 452
2013
Q3 		$639K Hold
12,563
– – 0.01% 371
2013
Q2 		$649K Buy
+12,563
New +$643K 0.02% 339

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning's SBR Position: Q1 2026 in Review

Creative Planning increased its Sabine Royalty Trust (SBR) stake by 0.65% in Q1 2026, buying an estimated $8.2K and bringing the position to 17,834 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Creative Planning first reported a position in SBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.05M in Q2 2018. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Creative Planning held 17,834 shares of Sabine Royalty Trust worth $1.34M as of Q1 2026.
  • Creative Planning bought 115 Sabine Royalty Trust shares in Q1 2026, an estimated $8.2K.
  • Sabine Royalty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2227 holding.
  • Creative Planning first reported a position in Sabine Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Sabine Royalty Trust position peaked at $2.05M in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.