EP
SBR

Essential Partners’s Sabine Royalty Trust SBR Stock Holding History

Essential Partners’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 		– Sell
-82
Closed -$5.62K – 2965
2025
Q4 		$5.62K Buy
+82
New +$5.96K ﹤0.01% 1384

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

Essential Partners's SBR Position: Q1 2026 in Review

Essential Partners sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 82 shares — an estimated $5.62K sold.

Essential Partners first reported a position in SBR in Q4 2025 and held it in 1 quarter. The position peaked at $5.62K in Q4 2025. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Essential Partners reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 82 Sabine Royalty Trust shares in Q1 2026, an estimated $5.62K.
  • Essential Partners first reported a position in Sabine Royalty Trust in Q4 2025 and held it in 1 quarter.
  • Essential Partners's Sabine Royalty Trust position peaked at $5.62K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.