Rise Advisors’s Sitio Royalties STR Stock Holding History

Rise Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-621	Closed	-$11.4K	–	1606
2025 Q2	$11.4K	Hold	621	–	–	﹤0.01%	903
2025 Q1	$12.3K	Buy	+621	New	+$12.6K	0.01%	838

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rise Advisors's STR Position: Q3 2025 in Review

Rise Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 621 shares — an estimated $11.4K sold.

Rise Advisors first reported a position in STR in Q1 2025 and held it in 2 quarters. The position peaked at $12.3K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Rise Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 621 Sitio Royalties shares in Q3 2025, an estimated $11.4K.
Rise Advisors first reported a position in Sitio Royalties in Q1 2025 and held it in 2 quarters.
Rise Advisors's Sitio Royalties position peaked at $12.3K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.