Kingswood Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Kingswood Wealth Advisors’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	$370K	Buy	14,774 +2,335	+19%	+$59.1K	0.01%	701
2026 Q1	$268K	Hold	12,439	–	–	0.01%	759
2025 Q4	$211K	Buy	+12,439	New	+$223K	0.01%	810
2025 Q2	–	Sell	-22,118	Closed	-$218K	–	780
2025 Q1	$218K	Sell	22,118 -12,682	-36%	-$138K	0.02%	657
2024 Q4	$384K	Sell	34,800 -17,130	-33%	-$205K	0.03%	525
2024 Q3	$616K	Sell	51,930 -3,000	-5%	-$33.7K	0.04%	402
2024 Q2	$616K	Sell	54,930 -76	-0.1%	-$923	0.06%	330
2024 Q1	$663K	Sell	55,006 -62,493	-53%	-$849K	0.08%	278
2023 Q4	$1.64M	Sell	117,499 -24,868	-17%	-$445K	0.19%	126
2023 Q3	$3.02M	Buy	+142,367	New	+$3.23M	0.52%	45

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingswood Wealth Advisors's PBT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Permian Basin Royalty Trust (PBT) stake by 19% in Q2 2026, buying an estimated $59.1K and bringing the position to 14,774 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #701.

Kingswood Wealth Advisors first reported a position in PBT in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q3 2023. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Kingswood Wealth Advisors held 14,774 shares of Permian Basin Royalty Trust worth $370K as of Q2 2026.
Kingswood Wealth Advisors bought 2,335 Permian Basin Royalty Trust shares in Q2 2026, an estimated $59.1K.
Permian Basin Royalty Trust made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #701 holding.
Kingswood Wealth Advisors first reported a position in Permian Basin Royalty Trust in Q3 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's Permian Basin Royalty Trust position peaked at $3.02M in Q3 2023.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.