RSWM
SBR

Robertson Stephens Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Robertson Stephens 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
2026
Q2 		$776K Hold
10,600
– – 0.02% 365
2026
Q1 		$795K Hold
10,600
– – 0.02% 333
2025
Q4 		$727K Hold
10,600
– – 0.02% 364
2025
Q3 		$842K Hold
10,600
– – 0.03% 274
2025
Q2 		$704K Hold
10,600
– – 0.02% 314
2025
Q1 		$715K Buy
10,600
+100
+1% +$6.66K 0.02% 309
2024
Q4 		$681K Hold
10,500
– – 0.02% 313
2024
Q3 		$647K Hold
10,500
– – 0.02% 354
2024
Q2 		$677K Buy
+10,500
New +$677K 0.03% 280

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

Robertson Stephens Wealth Management's SBR Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 10,600 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #365.

Robertson Stephens Wealth Management first reported a position in SBR in Q2 2024 and has held it in 9 quarters since. The position peaked at $842K in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Robertson Stephens Wealth Management held 10,600 shares of Sabine Royalty Trust worth $776K as of Q2 2026.
  • Robertson Stephens Wealth Management left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Robertson Stephens Wealth Management first reported a position in Sabine Royalty Trust in Q2 2024 and has held it in 9 quarters since.
  • Robertson Stephens Wealth Management's Sabine Royalty Trust position peaked at $842K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.