Federation des caisses Desjardins du Quebec’s Sabine Royalty Trust SBR Stock Holding History

Federation des caisses Desjardins du Quebec’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	$11.3K	Hold	150	–	–	﹤0.01%	2282
2025 Q4	$10.3K	Hold	150	–	–	﹤0.01%	2247
2025 Q3	$11.9K	Hold	150	–	–	﹤0.01%	2202
2025 Q2	$10K	Hold	150	–	–	﹤0.01%	2042
2025 Q1	$10.2K	Hold	150	–	–	﹤0.01%	1960
2024 Q4	$9.72K	Hold	150	–	–	﹤0.01%	1891
2024 Q3	$9.27K	Buy	+150	New	+$9.41K	﹤0.01%	1903

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Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return