PS
SBR

Principal Securities’s Sabine Royalty Trust SBR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-41
Closed -$3.26K – 3123
2025
Q3 		$3.26K Buy
41
+24
+141% +$1.71K ﹤0.01% 3098
2025
Q2 		$1.13K Buy
17
+16
+1,600% +$1.05K ﹤0.01% 3305
2025
Q1 		$65 Hold
1
– – ﹤0.01% 3528
2024
Q4 		$65 Sell
1
-18
-95% -$1.13K ﹤0.01% 3523
2024
Q3 		$1.17K Hold
19
– – ﹤0.01% 3100
2024
Q2 		$1.23K Sell
19
-4
-17% -$258 ﹤0.01% 3020
2024
Q1 		$1.46K Hold
23
– – ﹤0.01% 2952
2023
Q4 		$1.56K Buy
+23
New +$1.45K ﹤0.01% 2865

Other funds holding SBR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's SBR Position: Q4 2025 in Review

Principal Securities sold out of Sabine Royalty Trust (SBR) in Q4 2025, closing a stake of 41 shares — an estimated $3.26K sold.

Principal Securities first reported a position in SBR in Q4 2023 and held it in 8 quarters. The position peaked at $3.26K in Q3 2025. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

  • Principal Securities reported no remaining Sabine Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 41 Sabine Royalty Trust shares in Q4 2025, an estimated $3.26K.
  • Principal Securities first reported a position in Sabine Royalty Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Sabine Royalty Trust position peaked at $3.26K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.