PFS
SBR

Prospera Financial Services’s Sabine Royalty Trust SBR Stock Holding History

Prospera Financial Services’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 		$13.2M Buy
180,835
+2,534
+1% +$191K 0.19% 117
2026
Q1 		$13.4M Buy
178,301
+19,692
+12% +$1.4M 0.22% 103
2025
Q4 		$10.9M Buy
158,609
+100,691
+174% +$7.32M 0.18% 121
2025
Q3 		$4.6M Buy
57,918
+26,859
+86% +$1.92M 0.08% 267
2025
Q2 		$2.07M Buy
31,059
+1,462
+5% +$96K 0.04% 458
2025
Q1 		$2M Buy
29,597
+114
+0.4% +$7.59K 0.05% 390
2024
Q4 		$1.91M Buy
29,483
+964
+3% +$60.5K 0.04% 377
2024
Q3 		$1.76M Buy
28,519
+3,070
+12% +$193K 0.05% 360
2024
Q2 		$1.65M Buy
25,449
+318
+1% +$20.5K 0.05% 381
2024
Q1 		$1.6M Buy
25,131
+5,466
+28% +$342K 0.05% 382
2023
Q4 		$1.33M Buy
19,665
+60
+0.3% +$3.79K 0.04% 396
2023
Q3 		$1.29M Buy
19,605
+1,483
+8% +$97.4K 0.05% 370
2023
Q2 		$1.2M Buy
18,122
+1,779
+11% +$127K 0.05% 369
2023
Q1 		$1.17M Buy
16,343
+2,365
+17% +$186K 0.05% 377
2022
Q4 		$1.19M Hold
13,978
– – 0.06% 317
2022
Q3 		$994K Buy
+13,978
New +$989K 0.05% 365
2022
Q2 		– Sell
-13,708
Closed -$792K – 2423
2022
Q1 		$792K Hold
13,708
– – 0.03% 479
2021
Q4 		$571K Hold
13,708
– – 0.02% 534
2021
Q3 		$587K Hold
13,708
– – 0.03% 488
2021
Q2 		$553K Hold
13,708
– – 0.03% 502
2021
Q1 		$416K Hold
13,708
– – 0.02% 541
2020
Q4 		$387K Buy
+13,708
New +$400K 0.03% 471

Other funds holding SBR

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 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

Prospera Financial Services's SBR Position: Q2 2026 in Review

Prospera Financial Services increased its Sabine Royalty Trust (SBR) stake by 1.4% in Q2 2026, buying an estimated $191K and bringing the position to 180,835 shares worth $13.2M. The position accounts for 0.19% of the portfolio, ranked #117.

Prospera Financial Services first reported a position in SBR in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.4M in Q1 2026. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Prospera Financial Services held 180,835 shares of Sabine Royalty Trust worth $13.2M as of Q2 2026.
  • Prospera Financial Services bought 2,534 Sabine Royalty Trust shares in Q2 2026, an estimated $191K.
  • Sabine Royalty Trust made up 0.19% of Prospera Financial Services's portfolio in Q2 2026, its #117 holding.
  • Prospera Financial Services first reported a position in Sabine Royalty Trust in Q4 2020 and has held it in 22 quarters since.
  • Prospera Financial Services's Sabine Royalty Trust position peaked at $13.4M in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.