PFS Partners’s Scully Royalty SRL Stock Holding History

PFS Partners’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Hold	58	–	–	﹤0.01%	613
2026 Q1	$454	Hold	58	–	–	﹤0.01%	572
2025 Q4	$496	Hold	58	–	–	﹤0.01%	565
2025 Q3	$348	Hold	58	–	–	﹤0.01%	545
2025 Q2	$337	Hold	58	–	–	﹤0.01%	489
2025 Q1	$471	Hold	58	–	–	﹤0.01%	419
2024 Q4	$537	Hold	58	–	–	﹤0.01%	423
2024 Q3	$464	Hold	58	–	–	﹤0.01%	427
2024 Q2	$413	Hold	58	–	–	﹤0.01%	417
2024 Q1	$357	Hold	58	–	–	﹤0.01%	442
2023 Q4	$354	Hold	58	–	–	﹤0.01%	438
2023 Q3	$329	Hold	58	–	–	﹤0.01%	444
2023 Q2	$423	Hold	58	–	–	﹤0.01%	460
2023 Q1	$389	Hold	58	–	–	﹤0.01%	373
2022 Q4	$448	Hold	58	–	–	﹤0.01%	359
2022 Q3	$430	Hold	58	–	–	﹤0.01%	347
2022 Q2	$466	Hold	58	–	–	﹤0.01%	341
2022 Q1	$570	Hold	58	–	–	﹤0.01%	334
2021 Q4	$514	Buy	+58	New	+$594	﹤0.01%	334

Other funds holding SRL

MILFAM LLC Stuart, Florida $128M AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFS Partners's SRL Position: Q2 2026 in Review

PFS Partners held its Scully Royalty (SRL) position steady in Q2 2026 at 58 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #613.

PFS Partners first reported a position in SRL in Q4 2021 and has held it in 19 quarters since. The position peaked at $570 in Q1 2022. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

PFS Partners held 58 shares of Scully Royalty worth $0 as of Q2 2026.
PFS Partners left its Scully Royalty share count unchanged in Q2 2026.
Scully Royalty made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #613 holding.
PFS Partners first reported a position in Scully Royalty in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Scully Royalty position peaked at $570 in Q1 2022.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.