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
Q2 		$345K Hold
12,300
– – 0.05% 139
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 $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ironwood Financial's PBT Position: Q2 2026 in Review

Ironwood Financial held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 12,300 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #139.

Ironwood Financial first reported a position in PBT in Q3 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Ironwood Financial held 12,300 shares of Permian Basin Royalty Trust worth $345K as of Q2 2026.
  • Ironwood Financial left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #139 holding.
  • Ironwood Financial first reported a position in Permian Basin Royalty Trust in Q3 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.