Lazard Asset Management
SBR

Lazard Asset Management’s Sabine Royalty Trust SBR Stock Holding History

Lazard Asset Management’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
Q1 		$1.3M Buy
17,289
+1,542
+10% +$110K ﹤0.01% 1080
2025
Q4 		$1.08M Buy
+15,747
New +$1.14M ﹤0.01% 1124
2025
Q3 		– Sell
-6,274
Closed -$418K – 2249
2025
Q2 		$418K Buy
6,274
+26
+0.4% +$1.71K ﹤0.01% 1542
2025
Q1 		$422K Buy
6,248
+910
+17% +$60.6K ﹤0.01% 1448
2024
Q4 		$345K Buy
5,338
+1,378
+35% +$86.5K ﹤0.01% 1469
2024
Q3 		$244K Buy
3,960
+2,235
+130% +$140K ﹤0.01% 1562
2024
Q2 		$111K Buy
1,725
+20
+1% +$1.29K ﹤0.01% 1723
2024
Q1 		$108K Sell
1,705
-91
-5% -$5.69K ﹤0.01% 1512
2023
Q4 		$121K Buy
1,796
+8
+0.4% +$506 ﹤0.01% 1587
2023
Q3 		$117K Buy
1,788
+146
+9% +$9.59K ﹤0.01% 1572
2023
Q2 		$108K Hold
1,642
– – ﹤0.01% 1554
2023
Q1 		$117K Hold
1,642
– – ﹤0.01% 1473
2022
Q4 		$140K Hold
1,642
– – ﹤0.01% 1394
2022
Q3 		$116K Hold
1,642
– – ﹤0.01% 1417
2022
Q2 		$99K Buy
1,642
+475
+41% +$32K ﹤0.01% 1515
2022
Q1 		$67K Hold
1,167
– – ﹤0.01% 1590
2021
Q4 		$48K Buy
1,167
+96
+9% +$4.08K ﹤0.01% 1761
2021
Q3 		$45K Sell
1,071
-93
-8% -$3.7K ﹤0.01% 1731
2021
Q2 		$46K Hold
1,164
– – ﹤0.01% 1628
2021
Q1 		$35K Hold
1,164
– – ﹤0.01% 1603
2020
Q4 		$32K Buy
1,164
+1,001
+614% +$29.2K ﹤0.01% 1553
2020
Q3 		$4K Buy
+163
New +$4.92K ﹤0.01% 1554
2020
Q1 		– Sell
-57
Closed -$2K – 1724
2019
Q4 		$2K Hold
57
– – ﹤0.01% 1476
2019
Q3 		$2K Buy
+57
New +$2.54K ﹤0.01% 1410

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lazard Asset Management's SBR Position: Q1 2026 in Review

Lazard Asset Management increased its Sabine Royalty Trust (SBR) stake by 9.8% in Q1 2026, buying an estimated $110K and bringing the position to 17,289 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Lazard Asset Management first reported a position in SBR in Q3 2019 and has held it in 24 quarters since. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Lazard Asset Management held 17,289 shares of Sabine Royalty Trust worth $1.3M as of Q1 2026.
  • Lazard Asset Management bought 1,542 Sabine Royalty Trust shares in Q1 2026, an estimated $110K.
  • Sabine Royalty Trust made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1080 holding.
  • Lazard Asset Management first reported a position in Sabine Royalty Trust in Q3 2019 and has held it in 24 quarters since.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.