RIA
SBR

Rhodes Investment Advisors’s Sabine Royalty Trust SBR Stock Holding History

Rhodes Investment Advisors’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 		$256K Buy
+3,497
New +$263K 0.19% 102
2026
Q1 		– Sell
-2,955
Closed -$203K – 128
2025
Q4 		$203K Buy
+2,955
New +$215K 0.16% 108

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

Rhodes Investment Advisors's SBR Position: Q2 2026 in Review

Rhodes Investment Advisors opened a new position in Sabine Royalty Trust (SBR) in Q2 2026: 3,497 shares worth $256K. The stake represents 0.19% of the portfolio and ranks #102 among its holdings. This is a return to the name: Rhodes Investment Advisors previously reported a position in SBR as recently as Q4 2025.

Rhodes Investment Advisors first reported a position in SBR in Q4 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Rhodes Investment Advisors held 3,497 shares of Sabine Royalty Trust worth $256K as of Q2 2026.
  • Sabine Royalty Trust was a new Rhodes Investment Advisors position in Q2 2026.
  • Sabine Royalty Trust made up 0.19% of Rhodes Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Rhodes Investment Advisors first reported a position in Sabine Royalty Trust in Q4 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.