LWA
SBR

Lowe Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

Lowe Wealth 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
2025
Q1 		– Sell
-160
Closed -$10.4K – 384
2024
Q4 		$10.4K Hold
160
– – ﹤0.01% 232
2024
Q3 		$9.88K Hold
160
– – ﹤0.01% 226
2024
Q2 		$10.3K Buy
+160
New +$10.3K ﹤0.01% 219

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lowe Wealth Advisors's SBR Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q1 2025, closing a stake of 160 shares — an estimated $10.4K sold.

Lowe Wealth Advisors first reported a position in SBR in Q2 2024 and held it in 3 quarters. The position peaked at $10.4K in Q4 2024. 127 funds tracked by Wall St. Rank hold SBR as of Q1 2025.

  • Lowe Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q1 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 160 Sabine Royalty Trust shares in Q1 2025, an estimated $10.4K.
  • Lowe Wealth Advisors first reported a position in Sabine Royalty Trust in Q2 2024 and held it in 3 quarters.
  • Lowe Wealth Advisors's Sabine Royalty Trust position peaked at $10.4K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.