Ingalls & Snyder LLC’s Permian Basin Royalty Trust PBT Stock Holding History

Ingalls & Snyder LLC’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$393K	Hold	18,268	–	–	0.01%	330
2025 Q4	$310K	Sell	18,268 -2,000	-10%	-$35.8K	0.01%	365
2025 Q3	$370K	Hold	20,268	–	–	0.01%	345
2025 Q2	$253K	Hold	20,268	–	–	0.01%	396
2025 Q1	$201K	Hold	20,268	–	–	0.01%	415
2024 Q4	$225K	Hold	20,268	–	–	0.01%	390
2024 Q3	$241K	Hold	20,268	–	–	0.01%	394
2024 Q2	$228K	Hold	20,268	–	–	0.01%	379
2024 Q1	$245K	Sell	20,268 -5,382	-21%	-$73.2K	0.01%	377
2023 Q4	$358K	Buy	25,650 +12,150	+90%	+$217K	0.02%	325
2023 Q3	$287K	Buy	+13,500	New	+$306K	0.01%	348

Other funds holding PBT

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

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services

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