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 $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