Russell Investments Group
PBT

Russell Investments Group’s Permian Basin Royalty Trust PBT Stock Holding History

Russell Investments Group’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 		– Sell
-8,039
Closed -$173K – 4483
2026
Q1 		$173K Sell
8,039
-1,315
-14% -$25.6K ﹤0.01% 2892
2025
Q4 		$159K Hold
9,354
– – ﹤0.01% 2916
2025
Q3 		$171K Sell
9,354
-2,778
-23% -$43.3K ﹤0.01% 2862
2025
Q2 		$151K Hold
12,132
– – ﹤0.01% 2719
2025
Q1 		$120K Hold
12,132
– – ﹤0.01% 2715
2024
Q4 		$134K Buy
12,132
+2,679
+28% +$32.1K ﹤0.01% 2629
2024
Q3 		$112K Buy
9,453
+300
+3% +$3.38K ﹤0.01% 2635
2024
Q2 		$103K Sell
9,153
-15,173
-62% -$184K ﹤0.01% 2623
2024
Q1 		$294K Sell
24,326
-4,476
-16% -$60.8K ﹤0.01% 2363
2023
Q4 		$402K Buy
28,802
+4,498
+19% +$80.5K ﹤0.01% 2289
2023
Q3 		$516K Buy
24,304
+1,984
+9% +$45K ﹤0.01% 2220
2023
Q2 		$556K Hold
22,320
– – ﹤0.01% 2190
2023
Q1 		$545K Hold
22,320
– – ﹤0.01% 2224
2022
Q4 		$562K Buy
22,320
+4,381
+24% +$90.6K ﹤0.01% 2235
2022
Q3 		$292K Buy
17,939
+9,038
+102% +$157K ﹤0.01% 2441
2022
Q2 		$147K Buy
+8,901
New +$138K ﹤0.01% 2602

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Russell Investments Group's PBT Position: Q2 2026 in Review

Russell Investments Group sold out of Permian Basin Royalty Trust (PBT) in Q2 2026, closing a stake of 8,039 shares — an estimated $173K sold.

Russell Investments Group first reported a position in PBT in Q2 2022 and held it in 16 quarters. The position peaked at $562K in Q4 2022. 64 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Russell Investments Group reported no remaining Permian Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Russell Investments Group sold 8,039 Permian Basin Royalty Trust shares in Q2 2026, an estimated $173K.
  • Russell Investments Group first reported a position in Permian Basin Royalty Trust in Q2 2022 and held it in 16 quarters.
  • Russell Investments Group's Permian Basin Royalty Trust position peaked at $562K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.