Harbour Investments’s Permian Basin Royalty Trust PBT Stock Holding History

Harbour Investments’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	$8.33K	Buy	387 +105	+37%	+$2.04K	﹤0.01%	3358
2025 Q4	$4.79K	Hold	282	–	–	﹤0.01%	3025
2025 Q3	$5.15K	Sell	282 -17	-6%	-$265	﹤0.01%	2973
2025 Q2	$3.73K	Hold	299	–	–	﹤0.01%	2976
2025 Q1	$2.96K	Sell	299 -435	-59%	-$4.72K	﹤0.01%	2987
2024 Q4	$8.13K	Hold	734	–	–	﹤0.01%	2538
2024 Q3	$8.73K	Buy	734 +435	+145%	+$4.89K	﹤0.01%	2413
2024 Q2	$3.37K	Hold	299	–	–	﹤0.01%	2656
2024 Q1	$3.62K	Sell	299 -229	-43%	-$3.11K	﹤0.01%	2607
2023 Q4	$7.38K	Buy	528 +3	+0.6%	+$54	﹤0.01%	2271
2023 Q3	$11.2K	Hold	525	–	–	﹤0.01%	1995
2023 Q2	$13.1K	Buy	525 +226	+76%	+$5.58K	﹤0.01%	1922
2023 Q1	$7.3K	Hold	299	–	–	﹤0.01%	2147
2022 Q4	$7.54K	Hold	299	–	–	﹤0.01%	2073
2022 Q3	$5K	Hold	299	–	–	﹤0.01%	2190
2022 Q2	$5K	Buy	+299	New	+$4.64K	﹤0.01%	2190
2021 Q4	$3K	Hold	299	–	–	﹤0.01%	2337
2021 Q3	$2K	Sell	299 -16	-5%	-$85	﹤0.01%	3343
2021 Q2	$2K	Sell	315 -33	-9%	-$144	﹤0.01%	3408
2021 Q1	$1K	Buy	+348	New	+$1.39K	﹤0.01%	3453

Other funds holding PBT

HKAM

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

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's PBT Position: Q1 2026 in Review

Harbour Investments increased its Permian Basin Royalty Trust (PBT) stake by 37% in Q1 2026, buying an estimated $2.04K and bringing the position to 387 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

Harbour Investments first reported a position in PBT in Q1 2021 and has held it in 20 quarters since. The position peaked at $13.1K in Q2 2023. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

Harbour Investments held 387 shares of Permian Basin Royalty Trust worth $8.33K as of Q1 2026.
Harbour Investments bought 105 Permian Basin Royalty Trust shares in Q1 2026, an estimated $2.04K.
Permian Basin Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3358 holding.
Harbour Investments first reported a position in Permian Basin Royalty Trust in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Permian Basin Royalty Trust position peaked at $13.1K in Q2 2023.
96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.