Post Resch Tallon Group’s Permian Basin Royalty Trust PBT Stock Holding History

Post Resch Tallon Group’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	$210K	Buy	+8,402	New	+$213K	0.15%	118

Other funds holding PBT

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Post Resch Tallon Group's PBT Position: Q2 2026 in Review

Post Resch Tallon Group opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 8,402 shares worth $210K. The stake represents 0.15% of the portfolio and ranks #118 among its holdings.

12 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Post Resch Tallon Group held 8,402 shares of Permian Basin Royalty Trust worth $210K as of Q2 2026.
Permian Basin Royalty Trust was a new Post Resch Tallon Group position in Q2 2026.
Permian Basin Royalty Trust made up 0.15% of Post Resch Tallon Group's portfolio in Q2 2026, its #118 holding.
12 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.