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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

DWR Wealth Management San Jose, California $134M AUM

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return