QWM
SBR

Quaker Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Quaker Wealth Management’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
Q2 		– Sell
-1,000
Closed -$67.5K – 1553
2025
Q1 		$67.5K Buy
+1,000
New +$66.6K 0.02% 126

Other funds holding SBR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Quaker Wealth Management's SBR Position: Q2 2026 in Review

Quaker Wealth Management held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 1,000 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #140.

Quaker Wealth Management first reported a position in SBR in Q2 2025 and has held it in 5 quarters since. The position peaked at $79.5K in Q3 2025. 36 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Quaker Wealth Management held 1,000 shares of Sabine Royalty Trust worth $73.2K as of Q2 2026.
  • Quaker Wealth Management left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Quaker Wealth Management first reported a position in Sabine Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Sabine Royalty Trust position peaked at $79.5K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.