Lido Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Lido 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	$2.95M	Sell	117,842 -4,195	-3%	-$106K	0.01%	667
2026 Q1	$2.63M	Sell	122,037 -486	-0.4%	-$9.46K	0.01%	629
2025 Q4	$2.24M	Buy	122,523 +4,182	+4%	+$74.9K	0.01%	686
2025 Q3	$2.17M	Buy	118,341 +499	+0.4%	+$7.78K	0.01%	666
2025 Q2	$1.47M	Sell	117,842 -1,000	-0.8%	-$10.6K	0.01%	694
2025 Q1	$1.18M	Buy	118,842 +4,200	+4%	+$45.6K	0.01%	708
2024 Q4	$1.27M	Buy	114,642 +60,926	+113%	+$730K	0.01%	665
2024 Q3	$639K	Buy	53,716 +26,571	+98%	+$299K	﹤0.01%	869
2024 Q2	$308K	Buy	+27,145	New	+$330K	﹤0.01%	1109

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

Lido Advisors's PBT Position: Q2 2026 in Review

Lido Advisors reduced its Permian Basin Royalty Trust (PBT) stake by 3.4% in Q2 2026, selling an estimated $106K and leaving 117,842 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #667.

Lido Advisors first reported a position in PBT in Q2 2024 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Lido Advisors held 117,842 shares of Permian Basin Royalty Trust worth $2.95M as of Q2 2026.
Lido Advisors sold 4,195 Permian Basin Royalty Trust shares in Q2 2026, an estimated $106K.
Permian Basin Royalty Trust made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #667 holding.
Lido Advisors first reported a position in Permian Basin Royalty Trust in Q2 2024 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.