Kestra Advisory Services’s Sabine Royalty Trust SBR Stock Holding History

Kestra Advisory Services’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	$348K	Sell	4,751 -1,470	-24%	-$111K	﹤0.01%	2628
2026 Q1	$469K	Buy	6,221 +1,983	+47%	+$141K	﹤0.01%	2275
2025 Q4	$291K	Buy	4,238 +1,282	+43%	+$93.1K	﹤0.01%	2572
2025 Q3	$235K	Buy	+2,956	New	+$211K	﹤0.01%	2628
2025 Q2	–	Sell	-3,389	Closed	-$229K	–	2965
2025 Q1	$229K	Buy	+3,389	New	+$226K	﹤0.01%	2377
2024 Q2	–	Sell	-9,216	Closed	-$586K	–	2680
2024 Q1	$586K	Buy	+9,216	New	+$576K	﹤0.01%	1560
2023 Q3	–	Sell	-4,634	Closed	-$306K	–	2218
2023 Q2	$306K	Buy	+4,634	New	+$332K	﹤0.01%	1598

Other funds holding SBR

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) 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 New York $138B AUM 41.87% 1-Year Est. Return

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

Kestra Advisory Services's SBR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sabine Royalty Trust (SBR) stake by 24% in Q2 2026, selling an estimated $111K and leaving 4,751 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Kestra Advisory Services first reported a position in SBR in Q2 2023 and has held it in 7 quarters since. The position peaked at $586K in Q1 2024. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Kestra Advisory Services held 4,751 shares of Sabine Royalty Trust worth $348K as of Q2 2026.
Kestra Advisory Services sold 1,470 Sabine Royalty Trust shares in Q2 2026, an estimated $111K.
Sabine Royalty Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2628 holding.
Kestra Advisory Services first reported a position in Sabine Royalty Trust in Q2 2023 and has held it in 7 quarters since.
Kestra Advisory Services's Sabine Royalty Trust position peaked at $586K in Q1 2024.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.