Farther Finance Advisors’s Sabine Royalty Trust SBR Stock Holding History

Farther Finance 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 Q3	$67.1K	Buy	971 +59	+6%	+$4.32K	﹤0.01%	3176
2026 Q2	$66.7K	Buy	912 +47	+5%	+$3.54K	﹤0.01%	3016
2026 Q1	$63.1K	Hold	865	–	–	﹤0.01%	2834
2025 Q4	$59.3K	Buy	865 +843	+3,832%	+$61.3K	﹤0.01%	2703
2025 Q3	$1.75K	Hold	22	–	–	﹤0.01%	4187
2025 Q2	$1.46K	Hold	22	–	–	﹤0.01%	3801
2025 Q1	$1.51K	Hold	22	–	–	﹤0.01%	3486
2024 Q4	$1.43K	Hold	22	–	–	﹤0.01%	3131
2024 Q3	$1.35K	Hold	22	–	–	﹤0.01%	3146
2024 Q2	$1.43K	Hold	22	–	–	﹤0.01%	2930
2024 Q1	$1.42K	Hold	22	–	–	﹤0.01%	2642
2023 Q4	$1.49K	Hold	22	–	–	﹤0.01%	2553
2023 Q3	$1.45K	Hold	22	–	–	﹤0.01%	1966
2023 Q2	$1.45K	Hold	22	–	–	﹤0.01%	1864
2023 Q1	$1.58K	Hold	22	–	–	﹤0.01%	1719
2022 Q4	$1.88K	Buy	+22	New	+$1.82K	﹤0.01%	1471

Other funds holding SBR

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Farther Finance Advisors's SBR Position: Q3 2026 in Review

Farther Finance Advisors increased its Sabine Royalty Trust (SBR) stake by 6.5% in Q3 2026, buying an estimated $4.32K and bringing the position to 971 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Farther Finance Advisors first reported a position in SBR in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold SBR as of Q3 2026.

Farther Finance Advisors held 971 shares of Sabine Royalty Trust worth $67.1K as of Q3 2026.
Farther Finance Advisors bought 59 Sabine Royalty Trust shares in Q3 2026, an estimated $4.32K.
Sabine Royalty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3176 holding.
Farther Finance Advisors first reported a position in Sabine Royalty Trust in Q4 2022 and has held it in 16 quarters since.
11 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.