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
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 $3.85B AUM 23.11% 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 $23.1B AUM 21.31% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Custos Family Office's SBR Position: Q4 2025 in Review

Custos Family Office held its Sabine Royalty Trust (SBR) position steady in Q4 2025 at 5,564 shares worth $382K. The position accounts for 0.26% of the portfolio, ranked #45.

Custos Family Office first reported a position in SBR in Q1 2023 and has held it in 12 quarters since. The position peaked at $633K in Q1 2023. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

Custos Family Office held 5,564 shares of Sabine Royalty Trust worth $382K as of Q4 2025.
Custos Family Office left its Sabine Royalty Trust share count unchanged in Q4 2025.
Sabine Royalty Trust made up 0.26% of Custos Family Office's portfolio in Q4 2025, its #45 holding.
Custos Family Office first reported a position in Sabine Royalty Trust in Q1 2023 and has held it in 12 quarters since.
Custos Family Office's Sabine Royalty Trust position peaked at $633K in Q1 2023.
143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.