Kovitz Investment Group Partners’s Sabine Royalty Trust SBR Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-7,032	Closed	-$559K	–	1155
2025 Q3	$559K	Hold	7,032	–	–	﹤0.01%	997
2025 Q2	$467K	Hold	7,032	–	–	﹤0.01%	999
2025 Q1	$474K	Hold	7,032	–	–	﹤0.01%	918
2024 Q4	$456K	Hold	7,032	–	–	﹤0.01%	927
2024 Q3	$433K	Hold	7,032	–	–	﹤0.01%	778
2024 Q2	$454K	Hold	7,032	–	–	﹤0.01%	664
2024 Q1	$444K	Hold	7,032	–	–	0.01%	526
2023 Q4	$476K	Hold	7,032	–	–	0.01%	333
2023 Q3	$462K	Hold	7,032	–	–	0.01%	335
2023 Q2	$463K	Buy	+7,032	New	+$503K	0.01%	344

Other funds holding SBR

Americana Partners Houston, Texas $4.44B AUM 29.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HKAM

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's SBR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Sabine Royalty Trust (SBR) in Q4 2025, closing a stake of 7,032 shares — an estimated $559K sold.

Kovitz Investment Group Partners first reported a position in SBR in Q2 2023 and held it in 10 quarters. The position peaked at $559K in Q3 2025. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Sabine Royalty Trust position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 7,032 Sabine Royalty Trust shares in Q4 2025, an estimated $559K.
Kovitz Investment Group Partners first reported a position in Sabine Royalty Trust in Q2 2023 and held it in 10 quarters.
Kovitz Investment Group Partners's Sabine Royalty Trust position peaked at $559K in Q3 2025.
143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.