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 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	–	688
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

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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