GAFA
PBT

Garton & Associates Financial Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Garton & Associates Financial Advisors’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
2026
Q1 		– Sell
-617
Closed -$10.5K – 527
2025
Q4 		$10.5K Buy
+617
New +$11.1K 0.01% 816

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Garton & Associates Financial Advisors's PBT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 617 shares — an estimated $10.5K sold.

Garton & Associates Financial Advisors first reported a position in PBT in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 617 Permian Basin Royalty Trust shares in Q1 2026, an estimated $10.5K.
  • Garton & Associates Financial Advisors first reported a position in Permian Basin Royalty Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Permian Basin Royalty Trust position peaked at $10.5K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.