FDCP
PBT

Foster Dykema Cabot & Partners’s Permian Basin Royalty Trust PBT Stock Holding History

Foster Dykema Cabot & Partners’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
2025
Q4 		– Sell
-2,193
Closed -$40.3K – 401
2025
Q3 		$40.3K Buy
+2,193
New +$34.2K ﹤0.01% 228

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Foster Dykema Cabot & Partners's PBT Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Permian Basin Royalty Trust (PBT) in Q4 2025, closing a stake of 2,193 shares — an estimated $40.3K sold.

Foster Dykema Cabot & Partners first reported a position in PBT in Q3 2025 and held it in 1 quarter. The position peaked at $40.3K in Q3 2025. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining Permian Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 2,193 Permian Basin Royalty Trust shares in Q4 2025, an estimated $40.3K.
  • Foster Dykema Cabot & Partners first reported a position in Permian Basin Royalty Trust in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Permian Basin Royalty Trust position peaked at $40.3K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.