Kovitz Investment Group Partners
SBR

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

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