OW
SBR

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
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

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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 $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Olistico Wealth's SBR Position: Q2 2026 in Review

Olistico Wealth held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 427 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #189.

Olistico Wealth first reported a position in SBR in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.2K in Q1 2026. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Olistico Wealth held 427 shares of Sabine Royalty Trust worth $31.3K as of Q2 2026.
  • Olistico Wealth left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #189 holding.
  • Olistico Wealth first reported a position in Sabine Royalty Trust in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Sabine Royalty Trust position peaked at $32.2K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.