IPS
SBR

Investors Portfolio Services’s Sabine Royalty Trust SBR Stock Holding History

Investors Portfolio Services’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 		– Sell
-5
Closed -$385 – 779
2026
Q1 		$385 Buy
+5
New +$357 ﹤0.01% 563

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

Investors Portfolio Services's SBR Position: Q2 2026 in Review

Investors Portfolio Services sold out of Sabine Royalty Trust (SBR) in Q2 2026, closing a stake of 5 shares — an estimated $385 sold.

Investors Portfolio Services first reported a position in SBR in Q1 2026 and held it in 1 quarter. The position peaked at $385 in Q1 2026. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Investors Portfolio Services reported no remaining Sabine Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 5 Sabine Royalty Trust shares in Q2 2026, an estimated $385.
  • Investors Portfolio Services first reported a position in Sabine Royalty Trust in Q1 2026 and held it in 1 quarter.
  • Investors Portfolio Services's Sabine Royalty Trust position peaked at $385 in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.