Raymond James Financial
SBR

Raymond James Financial’s Sabine Royalty Trust SBR Stock Holding History

Raymond James Financial’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 		$1.04M Sell
14,171
-717
-5% -$54K ﹤0.01% 3966
2026
Q1 		$1.12M Sell
14,888
-532
-3% -$37.9K ﹤0.01% 3772
2025
Q4 		$1.06M Sell
15,420
-602
-4% -$43.7K ﹤0.01% 3738
2025
Q3 		$1.27M Sell
16,022
-10
-0.1% -$714 ﹤0.01% 3527
2025
Q2 		$1.07M Sell
16,032
-194
-1% -$12.7K ﹤0.01% 3536
2025
Q1 		$1.1M Sell
16,226
-13,394
-45% -$892K ﹤0.01% 3422
2024
Q4 		$1.92M Buy
+29,620
New +$1.86M ﹤0.01% 3003

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
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 $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

Raymond James Financial's SBR Position: Q2 2026 in Review

Raymond James Financial reduced its Sabine Royalty Trust (SBR) stake by 4.8% in Q2 2026, selling an estimated $54K and leaving 14,171 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Raymond James Financial first reported a position in SBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q4 2024. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Raymond James Financial held 14,171 shares of Sabine Royalty Trust worth $1.04M as of Q2 2026.
  • Raymond James Financial sold 717 Sabine Royalty Trust shares in Q2 2026, an estimated $54K.
  • Sabine Royalty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3966 holding.
  • Raymond James Financial first reported a position in Sabine Royalty Trust in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Sabine Royalty Trust position peaked at $1.92M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.