Moody National Bank Trust Division’s Sabine Royalty Trust SBR Stock Holding History

Moody National Bank Trust Division’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	$2.33M	Sell	31,896 -3,289	-9%	-$248K	0.19%	95
2026 Q1	$2.65M	Hold	35,185	–	–	0.25%	69
2025 Q4	$2.41M	Hold	35,185	–	–	0.23%	84
2025 Q3	$2.8M	Hold	35,185	–	–	0.24%	82
2025 Q2	$2.35M	Buy	+35,185	New	+$2.31M	0.21%	94

Other funds holding SBR

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

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

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CMI

Clare Market Investments Dallas, Texas $548M AUM

Moody National Bank Trust Division's SBR Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Sabine Royalty Trust (SBR) stake by 9.3% in Q2 2026, selling an estimated $248K and leaving 31,896 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #95.

Moody National Bank Trust Division first reported a position in SBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q3 2025. 48 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Moody National Bank Trust Division held 31,896 shares of Sabine Royalty Trust worth $2.33M as of Q2 2026.
Moody National Bank Trust Division sold 3,289 Sabine Royalty Trust shares in Q2 2026, an estimated $248K.
Sabine Royalty Trust made up 0.19% of Moody National Bank Trust Division's portfolio in Q2 2026, its #95 holding.
Moody National Bank Trust Division first reported a position in Sabine Royalty Trust in Q2 2025 and has held it in 5 quarters since.
Moody National Bank Trust Division's Sabine Royalty Trust position peaked at $2.8M in Q3 2025.
48 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.