PCIA
SBR

Prime Capital Investment Advisors’s Sabine Royalty Trust SBR Stock Holding History

Prime Capital Investment Advisors’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
Q1 		$226K Hold
3,000
– – ﹤0.01% 941
2025
Q4 		$206K Hold
3,000
– – ﹤0.01% 960
2025
Q3 		$238K Hold
3,000
– – ﹤0.01% 885
2025
Q2 		$200K Hold
3,000
– – ﹤0.01% 901
2025
Q1 		$203K Buy
+3,000
New +$200K ﹤0.01% 973

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Prime Capital Investment Advisors's SBR Position: Q1 2026 in Review

Prime Capital Investment Advisors held its Sabine Royalty Trust (SBR) position steady in Q1 2026 at 3,000 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Prime Capital Investment Advisors first reported a position in SBR in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q3 2025. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Prime Capital Investment Advisors held 3,000 shares of Sabine Royalty Trust worth $226K as of Q1 2026.
  • Prime Capital Investment Advisors left its Sabine Royalty Trust share count unchanged in Q1 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #941 holding.
  • Prime Capital Investment Advisors first reported a position in Sabine Royalty Trust in Q1 2025 and has held it in 5 quarters since.
  • Prime Capital Investment Advisors's Sabine Royalty Trust position peaked at $238K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.