Jones Financial Companies’s Permian Basin Royalty Trust PBT Stock Holding History

Jones Financial Companies’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	$6.73K	Buy	+303	New	+$5.9K	﹤0.01%	3725

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies's PBT Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Permian Basin Royalty Trust (PBT) in Q1 2026: 303 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #3725 among its holdings.

96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

Jones Financial Companies held 303 shares of Permian Basin Royalty Trust worth $6.73K as of Q1 2026.
Permian Basin Royalty Trust was a new Jones Financial Companies position in Q1 2026.
Permian Basin Royalty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3725 holding.
96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.