GFPC
STR

Global Financial Private Client’s Sitio Royalties STR Stock Holding History

Global Financial Private Client’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$99 – 1411
2025
Q1 		$99 Buy
5
+3
+150% +$61 ﹤0.01% 1607
2024
Q4 		$38 Buy
+2
New +$45 ﹤0.01% 1614

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's STR Position: Q2 2025 in Review

Global Financial Private Client sold out of Sitio Royalties (STR) in Q2 2025, closing a stake of 5 shares — an estimated $99 sold.

Global Financial Private Client first reported a position in STR in Q4 2024 and held it in 2 quarters. The position peaked at $99 in Q1 2025. 234 funds tracked by Wall St. Rank hold STR as of Q2 2025.

  • Global Financial Private Client reported no remaining Sitio Royalties position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Sitio Royalties shares in Q2 2025, an estimated $99.
  • Global Financial Private Client first reported a position in Sitio Royalties in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Sitio Royalties position peaked at $99 in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sitio Royalties as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.