Independent Financial Group’s Sabine Royalty Trust SBR Stock Holding History

Independent Financial Group’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	$816K	Buy	11,154 +150	+1%	+$11.3K	0.02%	772
2026 Q1	$829K	Buy	11,004 +1,007	+10%	+$71.8K	0.02%	694
2025 Q4	$685K	Buy	9,997 +127	+1%	+$9.23K	0.02%	761
2025 Q3	$784K	Buy	9,870 +1,183	+14%	+$84.5K	0.02%	681
2025 Q2	$579K	Sell	8,687 -13	-0.1%	-$854	0.02%	717
2025 Q1	$589K	Buy	8,700 +1,146	+15%	+$76.3K	0.02%	651
2024 Q4	$490K	Buy	7,554 +785	+12%	+$49.3K	0.02%	694
2024 Q3	$418K	Buy	6,769 +268	+4%	+$16.8K	0.02%	726
2024 Q2	$421K	Buy	6,501 +23	+0.4%	+$1.48K	0.02%	672
2024 Q1	$412K	Buy	6,478 +1,132	+21%	+$70.8K	0.02%	651
2023 Q4	$363K	Buy	5,346 +228	+4%	+$14.4K	0.02%	652
2023 Q3	$337K	Buy	5,118 +165	+3%	+$10.8K	0.02%	615
2023 Q2	$327K	Buy	4,953 +289	+6%	+$20.7K	0.02%	608
2023 Q1	$335K	Buy	4,664 +389	+9%	+$30.6K	0.03%	567
2022 Q4	$365K	Buy	4,275 +1,387	+48%	+$114K	0.03%	508
2022 Q3	$205K	Buy	+2,888	New	+$204K	0.02%	664

Other funds holding SBR

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) 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 New York $138B AUM 41.87% 1-Year Est. Return

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

HFS

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

Independent Financial Group's SBR Position: Q2 2026 in Review

Independent Financial Group increased its Sabine Royalty Trust (SBR) stake by 1.4% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,154 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #772.

Independent Financial Group first reported a position in SBR in Q3 2022 and has held it in 16 quarters since. The position peaked at $829K in Q1 2026. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Independent Financial Group held 11,154 shares of Sabine Royalty Trust worth $816K as of Q2 2026.
Independent Financial Group bought 150 Sabine Royalty Trust shares in Q2 2026, an estimated $11.3K.
Sabine Royalty Trust made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #772 holding.
Independent Financial Group first reported a position in Sabine Royalty Trust in Q3 2022 and has held it in 16 quarters since.
Independent Financial Group's Sabine Royalty Trust position peaked at $829K in Q1 2026.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.