Custos Family Office’s Sabine Royalty Trust SBR Stock Holding History

Custos Family Office’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	$407K	Hold	5,564	–	–	0.24%	49
2026 Q1	$419K	Hold	5,564	–	–	0.29%	40
2025 Q4	$382K	Hold	5,564	–	–	0.26%	45
2025 Q3	$442K	Hold	5,564	–	–	0.25%	38
2025 Q2	$371K	Hold	5,564	–	–	0.12%	51
2025 Q1	$377K	Hold	5,564	–	–	0.13%	44
2024 Q4	$361K	Hold	5,564	–	–	0.13%	48
2024 Q3	$344K	Hold	5,564	–	–	0.12%	45
2024 Q2	$360K	Hold	5,564	–	–	0.14%	45
2024 Q1	$354K	Hold	5,564	–	–	0.18%	33
2023 Q4	$378K	Hold	5,564	–	–	0.2%	32
2023 Q3	$367K	Hold	5,564	–	–	0.25%	27
2023 Q2	$367K	Sell	5,564 -3,245	-37%	-$232K	0.24%	30
2023 Q1	$633K	Buy	+8,809	New	+$694K	0.45%	19

Other funds holding SBR

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) 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Custos Family Office's SBR Position: Q2 2026 in Review

Custos Family Office held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 5,564 shares worth $407K. The position accounts for 0.24% of the portfolio, ranked #49.

Custos Family Office first reported a position in SBR in Q1 2023 and has held it in 14 quarters since. The position peaked at $633K in Q1 2023. 148 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Custos Family Office held 5,564 shares of Sabine Royalty Trust worth $407K as of Q2 2026.
Custos Family Office left its Sabine Royalty Trust share count unchanged in Q2 2026.
Sabine Royalty Trust made up 0.24% of Custos Family Office's portfolio in Q2 2026, its #49 holding.
Custos Family Office first reported a position in Sabine Royalty Trust in Q1 2023 and has held it in 14 quarters since.
Custos Family Office's Sabine Royalty Trust position peaked at $633K in Q1 2023.
148 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.