FM
PBT

Family Management’s Permian Basin Royalty Trust PBT Stock Holding History

Family Management’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 		$1.07M Buy
42,808
+21,060
+97% +$533K 0.11% 121
2026
Q1 		$468K Hold
21,748
– – 0.06% 166
2025
Q4 		$369K Buy
21,748
+7,001
+47% +$125K 0.05% 163
2025
Q3 		$269K Buy
14,747
+2,124
+17% +$33.1K 0.04% 172
2025
Q2 		$157K Buy
+12,623
New +$134K 0.02% 188

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Family Management's PBT Position: Q2 2026 in Review

Family Management increased its Permian Basin Royalty Trust (PBT) stake by 97% in Q2 2026, buying an estimated $533K and bringing the position to 42,808 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #121.

Family Management first reported a position in PBT in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Family Management held 42,808 shares of Permian Basin Royalty Trust worth $1.07M as of Q2 2026.
  • Family Management bought 21,060 Permian Basin Royalty Trust shares in Q2 2026, an estimated $533K.
  • Permian Basin Royalty Trust made up 0.11% of Family Management's portfolio in Q2 2026, its #121 holding.
  • Family Management first reported a position in Permian Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.