MWM
SBR

Mosley Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Mosley Wealth Management’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 		$1.9K Sell
26
-1
-4% -$75 ﹤0.01% 499
2026
Q1 		$2.15K Buy
+27
New +$1.93K ﹤0.01% 385

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosley Wealth Management's SBR Position: Q2 2026 in Review

Mosley Wealth Management reduced its Sabine Royalty Trust (SBR) stake by 3.7% in Q2 2026, selling an estimated $75 and leaving 26 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Mosley Wealth Management first reported a position in SBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.15K in Q1 2026. 79 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Mosley Wealth Management held 26 shares of Sabine Royalty Trust worth $1.9K as of Q2 2026.
  • Mosley Wealth Management sold 1 Sabine Royalty Trust share in Q2 2026, an estimated $75.
  • Sabine Royalty Trust made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Mosley Wealth Management first reported a position in Sabine Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Sabine Royalty Trust position peaked at $2.15K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.