Fidelity Investments
SBR

Fidelity Investments’s Sabine Royalty Trust SBR Stock Holding History

Fidelity Investments’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 		$7.1K Sell
97
-98
-50% -$7.38K ﹤0.01% 4952
2026
Q1 		$14.7K Sell
195
-50
-20% -$3.57K ﹤0.01% 4636
2025
Q4 		$16.8K Sell
245
-86
-26% -$6.25K ﹤0.01% 4541
2025
Q3 		$26.3K Buy
331
+171
+107% +$12.2K ﹤0.01% 4255
2025
Q2 		$10.7K Sell
160
-213
-57% -$14K ﹤0.01% 4513
2025
Q1 		$25.2K Buy
373
+170
+84% +$11.3K ﹤0.01% 4136
2024
Q4 		$13.2K Buy
203
+108
+114% +$6.78K ﹤0.01% 4357
2024
Q3 		$5.87K Buy
95
+57
+150% +$3.58K ﹤0.01% 4583
2024
Q2 		$2.46K Buy
+38
New +$2.45K ﹤0.01% 4691
2023
Q3 		– Sell
-7
Closed -$462 – 5487
2023
Q2 		$462 Buy
+7
New +$501 ﹤0.01% 4817
2023
Q1 		– Sell
-23
Closed -$1.97K – 5491
2022
Q4 		$1.97K Buy
23
+22
+2,200% +$1.82K ﹤0.01% 4513
2022
Q3 		$0 Sell
1
-7
-88% -$495 ﹤0.01% 5333
2022
Q2 		$0 Buy
+8
New +$540 ﹤0.01% 5418
2021
Q4 		– Sell
-2
Closed – – 4856
2021
Q3 		$0 Sell
2
-11
-85% -$437 ﹤0.01% 4942
2021
Q2 		$1K Buy
+13
New +$464 ﹤0.01% 4098
2021
Q1 		– Sell
-1
Closed – – 4473
2020
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 4238
2020
Q3 		– Sell
-1
Closed – – 3955
2020
Q2 		$0 Sell
1
-6
-86% -$164 ﹤0.01% 4101
2020
Q1 		$0 Buy
7
+6
+600% +$213 ﹤0.01% 4188
2019
Q4 		$0 Hold
1
– – ﹤0.01% 4204
2019
Q3 		$0 Hold
1
– – ﹤0.01% 4181
2019
Q2 		$0 Buy
+1
New +$48 ﹤0.01% 4130
2019
Q1 		– Sell
-1
Closed – – 4135
2018
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 4073

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

Fidelity Investments's SBR Position: Q2 2026 in Review

Fidelity Investments reduced its Sabine Royalty Trust (SBR) stake by 50% in Q2 2026, selling an estimated $7.38K and leaving 97 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4952.

Fidelity Investments first reported a position in SBR in Q4 2018 and has held it in 22 quarters since. The position peaked at $26.3K in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Fidelity Investments held 97 shares of Sabine Royalty Trust worth $7.1K as of Q2 2026.
  • Fidelity Investments sold 98 Sabine Royalty Trust shares in Q2 2026, an estimated $7.38K.
  • Sabine Royalty Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4952 holding.
  • Fidelity Investments first reported a position in Sabine Royalty Trust in Q4 2018 and has held it in 22 quarters since.
  • Fidelity Investments's Sabine Royalty Trust position peaked at $26.3K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.