Jones Financial Companies
SBR

Jones Financial Companies’s Sabine Royalty Trust SBR Stock Holding History

Jones Financial Companies’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 		$22K Buy
+300
New +$22.6K ﹤0.01% 3461

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

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

Jones Financial Companies opened a new position in Sabine Royalty Trust (SBR) in Q2 2026: 300 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #3461 among its holdings.

149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Jones Financial Companies held 300 shares of Sabine Royalty Trust worth $22K as of Q2 2026.
  • Sabine Royalty Trust was a new Jones Financial Companies position in Q2 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3461 holding.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

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