Jones Financial Companies
PBT

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
Q2 		– Sell
-303
Closed -$6.73K – 5125
2026
Q1 		$6.73K Buy
+303
New +$5.9K ﹤0.01% 3725

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

Jones Financial Companies's PBT Position: Q2 2026 in Review

Jones Financial Companies sold out of Permian Basin Royalty Trust (PBT) in Q2 2026, closing a stake of 303 shares — an estimated $6.73K sold.

Jones Financial Companies first reported a position in PBT in Q1 2026 and held it in 1 quarter. The position peaked at $6.73K in Q1 2026. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Jones Financial Companies reported no remaining Permian Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 303 Permian Basin Royalty Trust shares in Q2 2026, an estimated $6.73K.
  • Jones Financial Companies first reported a position in Permian Basin Royalty Trust in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Permian Basin Royalty Trust position peaked at $6.73K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.