Harbour Investments’s Sabine Royalty Trust SBR Stock Holding History

Harbour Investments’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-120	Closed	-$7.99K	–	3843
2025 Q2	$7.99K	Buy	120 +3	+3%	+$197	﹤0.01%	2675
2025 Q1	$7.95K	Buy	117 +2	+2%	+$133	﹤0.01%	2626
2024 Q4	$7.48K	Buy	115 +2	+2%	+$126	﹤0.01%	2581
2024 Q3	$6.99K	Buy	113 +2	+2%	+$125	﹤0.01%	2504
2024 Q2	$7.17K	Buy	111 +34	+44%	+$2.19K	﹤0.01%	2387
2024 Q1	$4.9K	Hold	77	–	–	﹤0.01%	2492
2023 Q4	$5.22K	Hold	77	–	–	﹤0.01%	2392
2023 Q3	$5.07K	Buy	+77	New	+$5.06K	﹤0.01%	2274
2022 Q4	–	Sell	-50	Closed	-$3K	–	3101
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	2353
2022 Q2	$3K	Buy	+50	New	+$3.37K	﹤0.01%	2353

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

HKAM

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Harbour Investments's SBR Position: Q3 2025 in Review

Harbour Investments sold out of Sabine Royalty Trust (SBR) in Q3 2025, closing a stake of 120 shares — an estimated $7.99K sold.

Harbour Investments first reported a position in SBR in Q2 2022 and held it in 10 quarters. The position peaked at $7.99K in Q2 2025. 147 funds tracked by Wall St. Rank hold SBR as of Q3 2025.

Harbour Investments reported no remaining Sabine Royalty Trust position as of Q3 2025 after selling out during the quarter.
Harbour Investments sold 120 Sabine Royalty Trust shares in Q3 2025, an estimated $7.99K.
Harbour Investments first reported a position in Sabine Royalty Trust in Q2 2022 and held it in 10 quarters.
Harbour Investments's Sabine Royalty Trust position peaked at $7.99K in Q2 2025.
147 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.