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SBR

NewEdge Advisors’s Sabine Royalty Trust SBR Stock Holding History

NewEdge 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 		$78.4K Hold
1,040
– – ﹤0.01% 2819
2025
Q4 		$71.3K Hold
1,040
– – ﹤0.01% 2857
2025
Q3 		$82.6K Buy
1,040
+500
+93% +$35.7K ﹤0.01% 2660
2025
Q2 		$36K Hold
540
– – ﹤0.01% 2763
2025
Q1 		$36.6K Hold
540
– – ﹤0.01% 2659
2024
Q4 		$35K Hold
540
– – ﹤0.01% 2644
2024
Q3 		$33.4K Hold
540
– – ﹤0.01% 2556
2024
Q2 		$34.9K Hold
540
– – ﹤0.01% 2458
2024
Q1 		$34.3K Hold
540
– – ﹤0.01% 2431
2023
Q4 		$36.6K Hold
540
– – ﹤0.01% 2325
2023
Q3 		$35.6K Hold
540
– – ﹤0.01% 2199
2023
Q2 		$35.6K Hold
540
– – ﹤0.01% 2200
2023
Q1 		$38.8K Sell
540
-2,053
-79% -$162K ﹤0.01% 2103
2022
Q4 		$222K Buy
+2,593
New +$214K 0.01% 1142
2017
Q3 		– Sell
-100
Closed -$3.77K – 979
2017
Q2 		$3.77K Buy
+100
New +$3.73K ﹤0.01% 1196

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