Loring Wolcott & Coolidge Fiduciary Advisors’s Sabine Royalty Trust SBR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	$105K	Hold	1,437	–	–	﹤0.01%	378
2026 Q1	$109K	Hold	1,437	–	–	﹤0.01%	375
2025 Q4	$101K	Hold	1,437	–	–	﹤0.01%	378
2025 Q3	$101K	Hold	1,437	–	–	﹤0.01%	375
2025 Q2	$95.8K	Hold	1,437	–	–	﹤0.01%	347
2025 Q1	$95.2K	Hold	1,437	–	–	﹤0.01%	335
2024 Q4	$95.2K	Hold	1,437	–	–	﹤0.01%	345
2024 Q3	$87.4K	Hold	1,437	–	–	﹤0.01%	348
2024 Q2	$92.5K	Sell	1,437 -4,679	-77%	-$302K	﹤0.01%	341
2024 Q1	$385K	Hold	6,116	–	–	﹤0.01%	218
2023 Q4	$374K	Hold	6,116	–	–	﹤0.01%	223
2023 Q3	$352K	Hold	6,116	–	–	﹤0.01%	226
2023 Q2	$403K	Buy	6,116 +4,679	+326%	+$335K	﹤0.01%	225
2023 Q1	$103K	Hold	1,437	–	–	﹤0.01%	339
2022 Q4	$123K	Hold	1,437	–	–	﹤0.01%	323
2022 Q3	$102K	Hold	1,437	–	–	﹤0.01%	349
2022 Q2	$87K	Hold	1,437	–	–	﹤0.01%	373
2022 Q1	$83K	Hold	1,437	–	–	﹤0.01%	402
2021 Q4	$60K	Hold	1,437	–	–	﹤0.01%	444
2021 Q3	$62K	Hold	1,437	–	–	﹤0.01%	441
2021 Q2	$58K	Buy	+1,437	New	+$51.3K	﹤0.01%	459
2021 Q1	–	Sell	-1,437	Closed	-$41K	–	623
2020 Q4	$41K	Hold	1,437	–	–	﹤0.01%	449
2020 Q3	$42K	Hold	1,437	–	–	﹤0.01%	416
2020 Q2	$40K	Hold	1,437	–	–	﹤0.01%	397
2020 Q1	$40K	Hold	1,437	–	–	﹤0.01%	401
2019 Q4	$58K	Hold	1,437	–	–	﹤0.01%	405
2019 Q3	$62K	Hold	1,437	–	–	﹤0.01%	387
2019 Q2	$69K	Hold	1,437	–	–	﹤0.01%	371
2019 Q1	$67K	Hold	1,437	–	–	﹤0.01%	370
2018 Q4	$54K	Hold	1,437	–	–	﹤0.01%	399
2018 Q3	$61K	Hold	1,437	–	–	﹤0.01%	407
2018 Q2	$68K	Hold	1,437	–	–	﹤0.01%	396
2018 Q1	$63K	Hold	1,437	–	–	﹤0.01%	419
2017 Q4	$64K	Hold	1,437	–	–	﹤0.01%	410
2017 Q3	$59K	Hold	1,437	–	–	﹤0.01%	411
2017 Q2	$58K	Hold	1,437	–	–	﹤0.01%	407
2017 Q1	$51K	Hold	1,437	–	–	﹤0.01%	408
2016 Q4	$51K	Hold	1,437	–	–	﹤0.01%	388
2016 Q3	$53K	Hold	1,437	–	–	﹤0.01%	390
2016 Q2	$48K	Hold	1,437	–	–	﹤0.01%	400
2016 Q1	$43K	Hold	1,437	–	–	﹤0.01%	412
2015 Q4	$38K	Hold	1,437	–	–	﹤0.01%	455
2015 Q3	$54K	Hold	1,437	–	–	﹤0.01%	412
2015 Q2	$54K	Hold	1,437	–	–	﹤0.01%	412
2015 Q1	$57K	Hold	1,437	–	–	﹤0.01%	419
2014 Q4	$51K	Hold	1,437	–	–	﹤0.01%	423
2014 Q3	$78K	Hold	1,437	–	–	﹤0.01%	366
2014 Q2	$87K	Hold	1,437	–	–	﹤0.01%	374
2014 Q1	$71K	Hold	1,437	–	–	﹤0.01%	380
2013 Q4	$73K	Hold	1,437	–	–	﹤0.01%	361
2013 Q3	$73K	Hold	1,437	–	–	﹤0.01%	343
2013 Q2	$74K	Buy	+1,437	New	+$73.6K	﹤0.01%	356

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HFS

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SBR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 1,437 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $403K in Q2 2023. 79 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,437 shares of Sabine Royalty Trust worth $105K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Sabine Royalty Trust share count unchanged in Q2 2026.
Sabine Royalty Trust made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #378 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sabine Royalty Trust in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Sabine Royalty Trust position peaked at $403K in Q2 2023.
79 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.