IAIM
PBT

International Assets Investment Management’s Permian Basin Royalty Trust PBT Stock Holding History

International Assets Investment Management’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
Q2 		$4.97K Hold
200
– – ﹤0.01% 1970
2026
Q1 		$4.1K Hold
200
– – ﹤0.01% 1873
2025
Q4 		$3.4K Buy
+200
New +$3.58K ﹤0.01% 1872
2024
Q4 		– Sell
-8,323
Closed -$700 – 1561
2024
Q3 		$700 Buy
8,323
+7,623
+1,089% +$85.8K ﹤0.01% 1252
2024
Q2 		$7.88K Buy
+700
New +$8.5K ﹤0.01% 1735

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

International Assets Investment Management's PBT Position: Q2 2026 in Review

International Assets Investment Management held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 200 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

International Assets Investment Management first reported a position in PBT in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.88K in Q2 2024. 72 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • International Assets Investment Management held 200 shares of Permian Basin Royalty Trust worth $4.97K as of Q2 2026.
  • International Assets Investment Management left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1970 holding.
  • International Assets Investment Management first reported a position in Permian Basin Royalty Trust in Q2 2024 and has held it in 5 quarters since.
  • International Assets Investment Management's Permian Basin Royalty Trust position peaked at $7.88K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.