KI
PBT

Kapitalo Investimentos’s Permian Basin Royalty Trust PBT Stock Holding History

Kapitalo Investimentos’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
2025
Q4 		– Sell
-30,677
Closed -$560K – 63
2025
Q3 		$560K Buy
30,677
+18,916
+161% +$295K 0.1% 42
2025
Q2 		$147K Buy
+11,761
New +$125K 0.03% 87

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Kapitalo Investimentos's PBT Position: Q4 2025 in Review

Kapitalo Investimentos sold out of Permian Basin Royalty Trust (PBT) in Q4 2025, closing a stake of 30,677 shares — an estimated $560K sold.

Kapitalo Investimentos first reported a position in PBT in Q2 2025 and held it in 2 quarters. The position peaked at $560K in Q3 2025. 103 funds tracked by Wall St. Rank hold PBT as of Q4 2025.

  • Kapitalo Investimentos reported no remaining Permian Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 30,677 Permian Basin Royalty Trust shares in Q4 2025, an estimated $560K.
  • Kapitalo Investimentos first reported a position in Permian Basin Royalty Trust in Q2 2025 and held it in 2 quarters.
  • Kapitalo Investimentos's Permian Basin Royalty Trust position peaked at $560K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2025.

Based on Kapitalo Investimentos's 13F filing for Q4 2025, filed 28 Jan 2026.