Resurgent Financial Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Resurgent Financial Advisors’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Hold	20,000	–	–	0.14%	163
2026 Q1	$430K	Hold	20,000	–	–	0.16%	156
2025 Q4	$340K	Hold	20,000	–	–	0.17%	160
2025 Q3	$365K	Hold	20,000	–	–	0.18%	154
2025 Q2	$249K	Hold	20,000	–	–	0.14%	165
2025 Q1	$198K	Hold	20,000	–	–	0.12%	180
2024 Q4	$222K	Hold	20,000	–	–	0.13%	165
2024 Q3	$238K	Hold	20,000	–	–	0.14%	157
2024 Q2	$225K	Sell	20,000 -28,000	-58%	-$340K	0.14%	160
2024 Q1	$581K	Hold	48,000	–	–	0.31%	92
2023 Q4	$670K	Hold	48,000	–	–	0.41%	65
2023 Q3	$1.02M	Hold	48,000	–	–	0.69%	33
2023 Q2	$1.2M	Hold	48,000	–	–	0.79%	30
2023 Q1	$1.17M	Hold	48,000	–	–	0.78%	31
2022 Q4	$1.21M	Hold	48,000	–	–	0.64%	36
2022 Q3	$784K	Hold	48,000	–	–	0.52%	47
2022 Q2	$794K	Hold	48,000	–	–	0.51%	51
2022 Q1	$600K	Hold	48,000	–	–	0.37%	76
2021 Q4	$485K	Buy	+48,000	New	+$396K	0.39%	72

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Resurgent Financial Advisors's PBT Position: Q2 2026 in Review

Resurgent Financial Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 20,000 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #163.

Resurgent Financial Advisors first reported a position in PBT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2022. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Resurgent Financial Advisors held 20,000 shares of Permian Basin Royalty Trust worth $501K as of Q2 2026.
Resurgent Financial Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
Permian Basin Royalty Trust made up 0.14% of Resurgent Financial Advisors's portfolio in Q2 2026, its #163 holding.
Resurgent Financial Advisors first reported a position in Permian Basin Royalty Trust in Q4 2021 and has held it in 19 quarters since.
Resurgent Financial Advisors's Permian Basin Royalty Trust position peaked at $1.21M in Q4 2022.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

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