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

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howard Financial Services's SBR Position: Q2 2026 in Review

Howard Financial Services increased its Sabine Royalty Trust (SBR) stake by 0.15% in Q2 2026, buying an estimated $7.91K and bringing the position to 68,187 shares worth $4.99M. The position accounts for 0.5% of the portfolio, ranked #35.

Howard Financial Services first reported a position in SBR in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.4M in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Howard Financial Services held 68,187 shares of Sabine Royalty Trust worth $4.99M as of Q2 2026.
  • Howard Financial Services bought 105 Sabine Royalty Trust shares in Q2 2026, an estimated $7.91K.
  • Sabine Royalty Trust made up 0.5% of Howard Financial Services's portfolio in Q2 2026, its #35 holding.
  • Howard Financial Services first reported a position in Sabine Royalty Trust in Q4 2018 and has held it in 31 quarters since.
  • Howard Financial Services's Sabine Royalty Trust position peaked at $5.4M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.