DWM
SBR

DWR Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

DWR Wealth 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
Q2 		$760K Hold
10,466
– – 0.57% 25
2026
Q1 		$798K Hold
10,466
– – 0.69% 24
2025
Q4 		$734K Buy
+10,466
New +$760K 0.68% 24

Other funds holding SBR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DWR Wealth Management's SBR Position: Q2 2026 in Review

DWR Wealth Management held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 10,466 shares worth $760K. The position accounts for 0.57% of the portfolio, ranked #25.

DWR Wealth Management first reported a position in SBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $798K in Q1 2026. 22 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • DWR Wealth Management held 10,466 shares of Sabine Royalty Trust worth $760K as of Q2 2026.
  • DWR Wealth Management left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.57% of DWR Wealth Management's portfolio in Q2 2026, its #25 holding.
  • DWR Wealth Management first reported a position in Sabine Royalty Trust in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Sabine Royalty Trust position peaked at $798K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.