GRP
PBT

Global Retirement Partners’s Permian Basin Royalty Trust PBT Stock Holding History

Global Retirement 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
-200
Closed -$3.65K – 4370
2025
Q3 		$3.65K Buy
200
+100
+100% +$1.56K ﹤0.01% 3091
2025
Q2 		$1.25K Buy
+100
New +$1.06K ﹤0.01% 3388
2024
Q4 		$1.11K Hold
100
– – ﹤0.01% 3255
2024
Q3 		$1.19K Sell
100
-1,722
-95% -$19.4K ﹤0.01% 3098
2024
Q2 		$20.5K Buy
1,822
+20
+1% +$243 ﹤0.01% 1967
2024
Q1 		$21.8K Hold
1,802
– – ﹤0.01% 1768
2023
Q4 		$25.8K Sell
1,802
-816
-31% -$14.6K ﹤0.01% 1636
2023
Q3 		$51.1K Buy
2,618
+1,805
+222% +$40.9K ﹤0.01% 1261
2023
Q2 		$20.3K Buy
813
+2
+0.2% +$49 ﹤0.01% 1662
2023
Q1 		$18.4K Buy
811
+5
+0.6% +$119 ﹤0.01% 1670
2022
Q4 		$20.3K Buy
+806
New +$16.7K ﹤0.01% 1473

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Global Retirement Partners's PBT Position: Q4 2025 in Review

Global Retirement Partners sold out of Permian Basin Royalty Trust (PBT) in Q4 2025, closing a stake of 200 shares — an estimated $3.65K sold.

Global Retirement Partners first reported a position in PBT in Q4 2022 and held it in 11 quarters. The position peaked at $51.1K in Q3 2023. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

  • Global Retirement Partners reported no remaining Permian Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 200 Permian Basin Royalty Trust shares in Q4 2025, an estimated $3.65K.
  • Global Retirement Partners first reported a position in Permian Basin Royalty Trust in Q4 2022 and held it in 11 quarters.
  • Global Retirement Partners's Permian Basin Royalty Trust position peaked at $51.1K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.