GSWM
PBT

Golden State Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-2,446
Closed -$52.6K – 1678
2026
Q1 		$52.6K Hold
2,446
– – 0.01% 665
2025
Q4 		$41.5K Hold
2,446
– – ﹤0.01% 735
2025
Q3 		$44.6K Hold
2,446
– – ﹤0.01% 704
2025
Q2 		$30.5K Hold
2,446
– – ﹤0.01% 765
2025
Q1 		$24.2K Hold
2,446
– – ﹤0.01% 760
2024
Q4 		$27.1K Buy
+2,446
New +$29.3K ﹤0.01% 691
2020
Q4 		– Sell
-2,446
Closed -$6K – 363
2020
Q3 		$6K Buy
+2,446
New +$7.51K ﹤0.01% 415
2020
Q2 		– Sell
-2,446
Closed -$7K – 727
2020
Q1 		$7K Buy
+2,446
New +$8.88K ﹤0.01% 693
2019
Q4 		– Sell
-2,446
Closed -$13K – 671
2019
Q3 		$13K Hold
2,446
– – ﹤0.01% 694
2019
Q2 		$14K Hold
2,446
– – ﹤0.01% 682
2019
Q1 		$18K Buy
+2,446
New +$17.8K 0.01% 650

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's PBT Position: Q2 2026 in Review

Golden State Wealth Management sold out of Permian Basin Royalty Trust (PBT) in Q2 2026, closing a stake of 2,446 shares — an estimated $52.6K sold.

Golden State Wealth Management first reported a position in PBT in Q1 2019 and held it in 11 quarters. The position peaked at $52.6K in Q1 2026. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Golden State Wealth Management reported no remaining Permian Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 2,446 Permian Basin Royalty Trust shares in Q2 2026, an estimated $52.6K.
  • Golden State Wealth Management first reported a position in Permian Basin Royalty Trust in Q1 2019 and held it in 11 quarters.
  • Golden State Wealth Management's Permian Basin Royalty Trust position peaked at $52.6K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.