HFS
SBR

Howard Financial Services’s Sabine Royalty Trust SBR Stock Holding History

Howard Financial Services’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
2026
Q2 		$4.99M Buy
68,187
+105
+0.2% +$7.91K 0.5% 35
2026
Q1 		$5.11M Buy
68,082
+70
+0.1% +$4.99K 0.58% 31
2025
Q4 		$4.66M Buy
68,012
+72
+0.1% +$5.23K 0.55% 31
2025
Q3 		$5.4M Buy
67,940
+126
+0.2% +$9K 0.66% 29
2025
Q2 		$4.51M Sell
67,814
-9,619
-12% -$632K 0.59% 31
2025
Q1 		$5.22M Buy
77,433
+97
+0.1% +$6.46K 0.71% 29
2024
Q4 		$5.01M Buy
77,336
+9,840
+15% +$617K 0.68% 30
2024
Q3 		$4.16M Buy
67,496
+41,618
+161% +$2.61M 0.6% 31
2024
Q2 		$1.67M Buy
25,878
+133
+0.5% +$8.58K 0.27% 43
2024
Q1 		$1.63M Buy
25,745
+182
+0.7% +$11.4K 0.28% 43
2023
Q4 		$1.73M Buy
25,563
+105
+0.4% +$6.64K 0.33% 40
2023
Q3 		$1.67M Buy
25,458
+44
+0.2% +$2.89K 0.38% 38
2023
Q2 		$1.67M Buy
25,414
+98
+0.4% +$7.02K 0.4% 32
2023
Q1 		$1.82M Buy
25,316
+102
+0.4% +$8.03K 0.44% 32
2022
Q4 		$2.15M Buy
25,214
+217
+0.9% +$17.9K 0.56% 30
2022
Q3 		$1.78M Buy
24,997
+131
+0.5% +$9.27K 0.58% 29
2022
Q2 		$1.51M Buy
24,866
+129
+0.5% +$8.7K 0.51% 24
2022
Q1 		$1.43M Buy
24,737
+127
+0.5% +$6.69K 0.42% 28
2021
Q4 		$1.02M Buy
24,610
+96
+0.4% +$4.08K 0.31% 32
2021
Q3 		$1.05M Buy
24,514
+83
+0.3% +$3.3K 0.39% 29
2021
Q2 		$985K Buy
24,431
+79
+0.3% +$2.82K 0.39% 31
2021
Q1 		$739K Buy
24,352
+64
+0.3% +$2.02K 0.33% 34
2020
Q4 		$684K Buy
24,288
+56
+0.2% +$1.63K 0.36% 36
2020
Q3 		$706K Buy
24,232
+77
+0.3% +$2.33K 0.46% 33
2020
Q2 		$670K Buy
24,155
+362
+2% +$9.91K 0.48% 34
2020
Q1 		$666K Buy
23,793
+509
+2% +$18K 0.59% 30
2019
Q4 		$939K Buy
23,284
+513
+2% +$20.3K 0.58% 34
2019
Q3 		$985K Buy
22,771
+365
+2% +$16.3K 0.65% 33
2019
Q2 		$1.07M Buy
22,406
+52
+0.2% +$2.52K 0.73% 31
2019
Q1 		$1.04M Sell
22,354
-5,776
-21% -$250K 0.74% 30
2018
Q4 		$1.04M Buy
+28,130
New +$1.07M 0.8% 26

Other funds holding SBR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return