Lido Advisors
PBT

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
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
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SA
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MRI
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SIC
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FRM
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MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return