Olistico Wealth’s Sabine Royalty Trust SBR Stock Holding History

Olistico Wealth’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 Q3	$29.5K	Hold	427	–	–	0.01%	199
2026 Q2	$31.3K	Hold	427	–	–	0.01%	189
2026 Q1	$32.2K	Hold	427	–	–	0.02%	190
2025 Q4	$29.3K	Buy	+427	New	+$31K	0.01%	192
2025 Q3	–	Sell	-427	Closed	-$28.5K	–	285
2025 Q2	$28.5K	Hold	427	–	–	0.02%	204
2025 Q1	$28.9K	Hold	427	–	–	0.02%	191
2024 Q4	$27.7K	Hold	427	–	–	0.02%	193
2024 Q3	$26.4K	Hold	427	–	–	0.02%	198
2024 Q2	$27.6K	Buy	+427	New	+$27.5K	0.02%	194

Other funds holding SBR

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Olistico Wealth's SBR Position: Q3 2026 in Review

Olistico Wealth held its Sabine Royalty Trust (SBR) position steady in Q3 2026 at 427 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #199.

Olistico Wealth first reported a position in SBR in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.2K in Q1 2026. 11 funds tracked by Wall St. Rank hold SBR as of Q3 2026.

Olistico Wealth held 427 shares of Sabine Royalty Trust worth $29.5K as of Q3 2026.
Olistico Wealth left its Sabine Royalty Trust share count unchanged in Q3 2026.
Sabine Royalty Trust made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #199 holding.
Olistico Wealth first reported a position in Sabine Royalty Trust in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Sabine Royalty Trust position peaked at $32.2K in Q1 2026.
11 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.