Mercer Global Advisors
SBR

Mercer Global Advisors’s Sabine Royalty Trust SBR Stock Holding History

Mercer Global 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
Q1 		$1.12M Sell
14,934
-91
-0.6% -$6.49K ﹤0.01% 1500
2025
Q4 		$1.03M Buy
15,025
+418
+3% +$30.4K ﹤0.01% 1436
2025
Q3 		$1.16M Sell
14,607
-276
-2% -$19.7K ﹤0.01% 1305
2025
Q2 		$990K Hold
14,883
– – ﹤0.01% 1223
2025
Q1 		$1.01M Sell
14,883
-1,560
-9% -$104K ﹤0.01% 1142
2024
Q4 		$1.07M Sell
16,443
-894
-5% -$56.1K ﹤0.01% 1089
2024
Q3 		$1.08M Hold
17,337
– – ﹤0.01% 994
2024
Q2 		$1.12M Sell
17,337
-2
-0% -$129 ﹤0.01% 924
2024
Q1 		$1.1M Sell
17,339
-588
-3% -$36.8K ﹤0.01% 927
2023
Q4 		$1.21M Sell
17,927
-238
-1% -$15K ﹤0.01% 900
2023
Q3 		$1.2M Sell
18,165
-2,988
-14% -$196K ﹤0.01% 869
2023
Q2 		$1.39M Buy
21,153
+40
+0.2% +$2.86K 0.01% 835
2023
Q1 		$1.52M Sell
21,113
-20
-0.1% -$1.57K 0.01% 761
2022
Q4 		$1.8M Buy
21,133
+2,968
+16% +$245K 0.01% 701
2022
Q3 		$1.29M Buy
18,165
+11
+0.1% +$779 0.01% 750
2022
Q2 		$1.1M Sell
18,154
-2,656
-13% -$179K 0.01% 805
2022
Q1 		$1.2M Buy
20,810
+3,482
+20% +$183K 0.01% 825
2021
Q4 		$718K Sell
17,328
-1,145
-6% -$48.7K ﹤0.01% 1035
2021
Q3 		$788K Sell
18,473
-194
-1% -$7.71K 0.01% 974
2021
Q2 		$753K Sell
18,667
-22,205
-54% -$793K 0.01% 960
2021
Q1 		$1.24M Buy
+40,872
New +$1.29M 0.01% 702

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return