PWPS
PBT

Pinnacle Wealth Planning Services’s Permian Basin Royalty Trust PBT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.6K Sell
2,820
-17
-0.6% -$430 0.01% 1063
2026
Q1 		$61.1K Buy
2,837
+884
+45% +$17.2K 0.01% 1086
2025
Q4 		$33.1K Buy
+1,953
New +$35K ﹤0.01% 1457

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Permian Basin Royalty Trust (PBT) stake by 0.6% in Q2 2026, selling an estimated $430 and leaving 2,820 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #1063.

Pinnacle Wealth Planning Services first reported a position in PBT in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,820 shares of Permian Basin Royalty Trust worth $70.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 17 Permian Basin Royalty Trust shares in Q2 2026, an estimated $430.
  • Permian Basin Royalty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1063 holding.
  • Pinnacle Wealth Planning Services first reported a position in Permian Basin Royalty Trust in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.