IWC
SBR

Integrated Wealth Concepts’s Sabine Royalty Trust SBR Stock Holding History

Integrated Wealth Concepts’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 		$952 Buy
+13
New +$980 ﹤0.01% 5546

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

Integrated Wealth Concepts's SBR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sabine Royalty Trust (SBR) in Q2 2026: 13 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #5546 among its holdings.

149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Integrated Wealth Concepts held 13 shares of Sabine Royalty Trust worth $952 as of Q2 2026.
  • Sabine Royalty Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5546 holding.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.