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PBT

NewEdge Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

NewEdge Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.1K Buy
2,792
+1
+0% +$19 ﹤0.01% 2893
2025
Q4 		$47.4K Sell
2,791
-972
-26% -$17.4K ﹤0.01% 2975
2025
Q3 		$68.7K Buy
3,763
+1
+0% +$16 ﹤0.01% 2731
2025
Q2 		$46.9K Buy
3,762
+1,304
+53% +$13.9K ﹤0.01% 2684
2025
Q1 		$24.4K Buy
2,458
+736
+43% +$7.98K ﹤0.01% 2795
2024
Q4 		$19.1K Buy
1,722
+26
+2% +$312 ﹤0.01% 2822
2024
Q3 		$20.2K Buy
1,696
+18
+1% +$202 ﹤0.01% 2715
2024
Q2 		$18.9K Buy
1,678
+22
+1% +$267 ﹤0.01% 2649
2024
Q1 		$20K Buy
1,656
+992
+149% +$13.5K ﹤0.01% 2624
2023
Q4 		$9.27K Buy
664
+14
+2% +$251 ﹤0.01% 2887
2023
Q3 		$13.8K Buy
650
+9
+1% +$204 ﹤0.01% 2480
2023
Q2 		$16K Buy
641
+321
+100% +$7.93K ﹤0.01% 2448
2023
Q1 		$7.81K Buy
320
+1
+0.3% +$24 ﹤0.01% 2644
2022
Q4 		$8 Buy
+319
New +$6.6K ﹤0.01% 3742
2017
Q3 		– Sell
-2,400
Closed -$21.3K – 887
2017
Q2 		$21.3K Buy
+2,400
New +$22.9K ﹤0.01% 726

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return