FNBT
SBR

FineMark National Bank & Trust’s Sabine Royalty Trust SBR Stock Holding History

FineMark National Bank & Trust’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
2025
Q1 		– Sell
-4,903
Closed -$318K – 458
2024
Q4 		$318K Buy
+4,903
New +$308K 0.01% 343

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FineMark National Bank & Trust's SBR Position: Q1 2025 in Review

FineMark National Bank & Trust sold out of Sabine Royalty Trust (SBR) in Q1 2025, closing a stake of 4,903 shares — an estimated $318K sold.

FineMark National Bank & Trust first reported a position in SBR in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 127 funds tracked by Wall St. Rank hold SBR as of Q1 2025.

  • FineMark National Bank & Trust reported no remaining Sabine Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,903 Sabine Royalty Trust shares in Q1 2025, an estimated $318K.
  • FineMark National Bank & Trust first reported a position in Sabine Royalty Trust in Q4 2024 and held it in 1 quarter.
  • FineMark National Bank & Trust's Sabine Royalty Trust position peaked at $318K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2025.

Based on FineMark National Bank & Trust's 13F filing for Q1 2025, filed 13 May 2025.