PF
SBR

PlanVest Financial’s Sabine Royalty Trust SBR Stock Holding History

PlanVest Financial’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 		$16.5K Hold
226
– – 0.01% 359
2026
Q1 		$16.9K Buy
+226
New +$16.1K 0.01% 335

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

PlanVest Financial's SBR Position: Q2 2026 in Review

PlanVest Financial held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 226 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #359.

PlanVest Financial first reported a position in SBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.9K in Q1 2026. 146 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • PlanVest Financial held 226 shares of Sabine Royalty Trust worth $16.5K as of Q2 2026.
  • PlanVest Financial left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #359 holding.
  • PlanVest Financial first reported a position in Sabine Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Sabine Royalty Trust position peaked at $16.9K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.