IF
PBT

Ironwood Financial’s Permian Basin Royalty Trust PBT Stock Holding History

Ironwood Financial’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 		$265K Hold
12,300
– – 0.05% 148
2025
Q4 		$217K Hold
12,300
– – 0.04% 163
2025
Q3 		$225K Hold
12,300
– – 0.04% 157
2025
Q2 		$122K Hold
12,300
– – 0.03% 158
2025
Q1 		$122K Hold
12,300
– – 0.03% 158
2024
Q4 		$136K Sell
12,300
-6,200
-34% -$74.3K 0.03% 156
2024
Q3 		$220K Buy
+18,500
New +$208K 0.05% 144

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
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

Ironwood Financial's PBT Position: Q1 2026 in Review

Ironwood Financial held its Permian Basin Royalty Trust (PBT) position steady in Q1 2026 at 12,300 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #148.

Ironwood Financial first reported a position in PBT in Q3 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Ironwood Financial held 12,300 shares of Permian Basin Royalty Trust worth $265K as of Q1 2026.
  • Ironwood Financial left its Permian Basin Royalty Trust share count unchanged in Q1 2026.
  • Permian Basin Royalty Trust made up 0.05% of Ironwood Financial's portfolio in Q1 2026, its #148 holding.
  • Ironwood Financial first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Ironwood Financial's 13F filing for Q1 2026, filed 16 Apr 2026.