Nuveen’s Permian Basin Royalty Trust PBT Stock Holding History

Nuveen’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 Q3	$172K	Buy	+5,324	New	+$168K	﹤0.01%	3838

Other funds holding PBT

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

BWM Planning The Woodlands, Texas $442M AUM 18.2% 1-Year Est. Return

Nuveen's PBT Position: Q3 2026 in Review

Nuveen opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2026: 5,324 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #3838 among its holdings.

58 funds tracked by Wall St. Rank hold PBT as of Q3 2026.

Nuveen held 5,324 shares of Permian Basin Royalty Trust worth $172K as of Q3 2026.
Permian Basin Royalty Trust was a new Nuveen position in Q3 2026.
Permian Basin Royalty Trust made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #3838 holding.
58 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.