DCM
SBR

DGS Capital Management’s Sabine Royalty Trust SBR Stock Holding History

DGS Capital Management’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 		$644K Buy
8,582
+3,685
+75% +$263K 0.11% 184
2025
Q4 		$336K Buy
+4,897
New +$356K 0.06% 295
2023
Q2 		– Sell
-3,199
Closed -$230K – 255
2023
Q1 		$230K Sell
3,199
-341
-10% -$26.9K 0.13% 177
2022
Q4 		$302K Buy
3,540
+404
+13% +$33.3K 0.2% 133
2022
Q3 		$223K Buy
+3,136
New +$222K 0.15% 163

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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 $42.5B AUM 18.19% 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 $127B AUM 46.06% 1-Year Est. Return

DGS Capital Management's SBR Position: Q1 2026 in Review

DGS Capital Management increased its Sabine Royalty Trust (SBR) stake by 75% in Q1 2026, buying an estimated $263K and bringing the position to 8,582 shares worth $644K. The position accounts for 0.11% of the portfolio, ranked #184.

DGS Capital Management first reported a position in SBR in Q3 2022 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • DGS Capital Management held 8,582 shares of Sabine Royalty Trust worth $644K as of Q1 2026.
  • DGS Capital Management bought 3,685 Sabine Royalty Trust shares in Q1 2026, an estimated $263K.
  • Sabine Royalty Trust made up 0.11% of DGS Capital Management's portfolio in Q1 2026, its #184 holding.
  • DGS Capital Management first reported a position in Sabine Royalty Trust in Q3 2022 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.