Ethos Financial Group’s Permian Basin Royalty Trust PBT Stock Holding History

Ethos Financial Group’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Buy	+8,500	New	+$215K	0.02%	515

Other funds holding PBT

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ethos Financial Group's PBT Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 8,500 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings.

100 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Ethos Financial Group held 8,500 shares of Permian Basin Royalty Trust worth $248K as of Q2 2026.
Permian Basin Royalty Trust was a new Ethos Financial Group position in Q2 2026.
Permian Basin Royalty Trust made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #515 holding.
100 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.