Decker Retirement Planning’s Sabine Royalty Trust SBR Stock Holding History

Decker Retirement 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 Q2	–	Hold	0	–	–	–	440
2026 Q1	–	Hold	0	–	–	–	284
2025 Q4	–	Hold	0	–	–	–	230
2025 Q3	–	Hold	0	–	–	–	218
2025 Q2	–	Hold	0	–	–	–	304
2025 Q1	–	Hold	0	–	–	–	211
2024 Q4	–	Hold	0	–	–	–	594

Other funds holding SBR

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return