Northwestern Mutual Wealth Management
SBR

Northwestern Mutual Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Northwestern Mutual 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
Q1 		$6.4K Buy
+85
New +$6.06K ﹤0.01% 3220
2024
Q4 		– Sell
-100
Closed -$6.18K – 3848
2024
Q3 		$6.18K Buy
+100
New +$6.27K ﹤0.01% 2840
2023
Q4 		– Sell
-874
Closed -$57.6K – 3655
2023
Q3 		$57.6K Buy
874
+677
+344% +$44.5K ﹤0.01% 1913
2023
Q2 		$13K Buy
+197
New +$14.1K ﹤0.01% 2470
2023
Q1 		– Sell
-16
Closed -$1.37K – 3559
2022
Q4 		$1.37K Buy
+16
New +$1.32K ﹤0.01% 3005
2021
Q4 		– Sell
-400
Closed -$17K – 3304
2021
Q3 		$17K Buy
+400
New +$15.9K ﹤0.01% 2284
2020
Q3 		– Sell
-16
Closed – – 2656
2020
Q2 		$0 Buy
+16
New +$438 ﹤0.01% 2650
2019
Q3 		– Sell
-5,255
Closed -$254K – 2660
2019
Q2 		$254K Buy
5,255
+90
+2% +$4.35K ﹤0.01% 817
2019
Q1 		$240K Buy
5,165
+97
+2% +$4.2K ﹤0.01% 809
2018
Q4 		$189K Buy
5,068
+152
+3% +$5.78K ﹤0.01% 811
2018
Q3 		$207K Buy
4,916
+87
+2% +$3.88K ﹤0.01% 796
2018
Q2 		$227K Buy
4,829
+87
+2% +$4.04K ﹤0.01% 738
2018
Q1 		$208K Buy
4,742
+65
+1% +$2.91K ﹤0.01% 731
2017
Q4 		$209K Buy
4,677
+54
+1% +$2.3K ﹤0.01% 717
2017
Q3 		$189K Buy
4,623
+67
+1% +$2.64K ﹤0.01% 700
2017
Q2 		$177K Buy
4,556
+88
+2% +$3.29K ﹤0.01% 706
2017
Q1 		$159K Buy
4,468
+65
+1% +$2.42K ﹤0.01% 702
2016
Q4 		$155K Buy
+4,403
New +$159K ﹤0.01% 702
2016
Q3 		– Sell
-4,370
Closed -$146K – 1273
2016
Q2 		$146K Buy
+4,370
New +$144K ﹤0.01% 639

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 $6.89B AUM 37.41% 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 $4.79B AUM 27.94% 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 $100B AUM 35.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's SBR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Sabine Royalty Trust (SBR) in Q1 2026: 85 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #3220 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in SBR as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in SBR in Q2 2016 and has held it in 19 quarters since. The position peaked at $254K in Q2 2019. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 85 shares of Sabine Royalty Trust worth $6.4K as of Q1 2026.
  • Sabine Royalty Trust was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3220 holding.
  • Northwestern Mutual Wealth Management first reported a position in Sabine Royalty Trust in Q2 2016 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's Sabine Royalty Trust position peaked at $254K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.