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 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	0.03%	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	0.04%	280

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Fayez Sarofim & Co

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return