GAFA
SBR

Garton & Associates Financial Advisors’s Sabine Royalty Trust SBR Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-974
Closed -$66.8K – 584
2025
Q4 		$66.8K Buy
+974
New +$70.8K 0.04% 316

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Garton & Associates Financial Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 974 shares — an estimated $66.8K sold.

Garton & Associates Financial Advisors first reported a position in SBR in Q4 2025 and held it in 1 quarter. The position peaked at $66.8K in Q4 2025. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 974 Sabine Royalty Trust shares in Q1 2026, an estimated $66.8K.
  • Garton & Associates Financial Advisors first reported a position in Sabine Royalty Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Sabine Royalty Trust position peaked at $66.8K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

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