MBA Advisors
PRT icon

MBA Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History

MBA Advisors’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$86.5K Buy
+44,794
New +$97.3K 0.03% 165

Other funds holding PRT

Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

MBA Advisors's PRT Position: Q3 2026 in Review

MBA Advisors opened a new position in PermRock Royalty Trust Unit (PRT) in Q3 2026: 44,794 shares worth $86.5K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

9 funds tracked by Wall St. Rank hold PRT as of Q3 2026.

  • MBA Advisors held 44,794 shares of PermRock Royalty Trust Unit worth $86.5K as of Q3 2026.
  • PermRock Royalty Trust Unit was a new MBA Advisors position in Q3 2026.
  • PermRock Royalty Trust Unit made up 0.03% of MBA Advisors's portfolio in Q3 2026, its #165 holding.
  • 9 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.