HI
PBT

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
Q2 		$9.69K Hold
387
– – ﹤0.01% 3383
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 $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

Harbour Investments's PBT Position: Q2 2026 in Review

Harbour Investments held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 387 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Harbour Investments first reported a position in PBT in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.1K in Q2 2023. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Harbour Investments held 387 shares of Permian Basin Royalty Trust worth $9.69K as of Q2 2026.
  • Harbour Investments left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3383 holding.
  • Harbour Investments first reported a position in Permian Basin Royalty Trust in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Permian Basin Royalty Trust position peaked at $13.1K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.