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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
Q3 		$787K Buy
11,377
+223
+2% +$16.3K 0.01% 773
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Independent Financial Group's SBR Position: Q3 2026 in Review

Independent Financial Group increased its Sabine Royalty Trust (SBR) stake by 2% in Q3 2026, buying an estimated $16.3K and bringing the position to 11,377 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #773.

Independent Financial Group first reported a position in SBR in Q3 2022 and has held it in 17 quarters since. The position peaked at $829K in Q1 2026. 11 funds tracked by Wall St. Rank hold SBR as of Q3 2026.

  • Independent Financial Group held 11,377 shares of Sabine Royalty Trust worth $787K as of Q3 2026.
  • Independent Financial Group bought 223 Sabine Royalty Trust shares in Q3 2026, an estimated $16.3K.
  • Sabine Royalty Trust made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #773 holding.
  • Independent Financial Group first reported a position in Sabine Royalty Trust in Q3 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Sabine Royalty Trust position peaked at $829K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.