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Mather Group’s Sabine Royalty Trust SBR Stock Holding History

Mather Group’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
Q3 		$2.08K Buy
+30
New +$2.2K ﹤0.01% 2039
2024
Q3 		– Sell
-10
Closed -$640 – 2117
2024
Q2 		$640 Buy
+10
New +$645 ﹤0.01% 2043

Other funds holding SBR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's SBR Position: Q3 2026 in Review

Mather Group opened a new position in Sabine Royalty Trust (SBR) in Q3 2026: 30 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings. This is a return to the name: Mather Group previously reported a position in SBR as recently as Q2 2024.

Mather Group first reported a position in SBR in Q2 2024 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SBR as of Q3 2026.

  • Mather Group held 30 shares of Sabine Royalty Trust worth $2.08K as of Q3 2026.
  • Sabine Royalty Trust was a new Mather Group position in Q3 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2039 holding.
  • Mather Group first reported a position in Sabine Royalty Trust in Q2 2024 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.