EWA
SBR

EverSource Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

EverSource Wealth Advisors’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 		$5.49K Buy
75
+71
+1,775% +$5.35K ﹤0.01% 3238
2026
Q1 		$300 Buy
+4
New +$285 ﹤0.01% 4142
2024
Q4 		– Sell
-255
Closed -$15.7K – 3809
2024
Q3 		$15.7K Buy
+255
New +$16K ﹤0.01% 1612

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
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

EverSource Wealth Advisors's SBR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Sabine Royalty Trust (SBR) stake by 1,775% in Q2 2026, buying an estimated $5.35K and bringing the position to 75 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

EverSource Wealth Advisors first reported a position in SBR in Q3 2024 and has held it in 3 quarters since. The position peaked at $15.7K in Q3 2024. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • EverSource Wealth Advisors held 75 shares of Sabine Royalty Trust worth $5.49K as of Q2 2026.
  • EverSource Wealth Advisors bought 71 Sabine Royalty Trust shares in Q2 2026, an estimated $5.35K.
  • Sabine Royalty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3238 holding.
  • EverSource Wealth Advisors first reported a position in Sabine Royalty Trust in Q3 2024 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Sabine Royalty Trust position peaked at $15.7K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.