Pathstone Family Office’s Sabine Royalty Trust SBR Stock Holding History

Pathstone Family Office’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
2023 Q3	$238K	Buy	+3,617	New	+$238K	﹤0.01%	1413

Other funds holding SBR

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Pathstone Family Office's SBR Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Sabine Royalty Trust (SBR) in Q3 2023: 3,617 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

120 funds tracked by Wall St. Rank hold SBR as of Q3 2023.

Pathstone Family Office held 3,617 shares of Sabine Royalty Trust worth $238K as of Q3 2023.
Sabine Royalty Trust was a new Pathstone Family Office position in Q3 2023.
Sabine Royalty Trust made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1413 holding.
120 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.