RWA Wealth Partners’s Sabine Royalty Trust SBR Stock Holding History

RWA Wealth Partners’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	$467K	Sell	6,383 -486	-7%	-$36.6K	﹤0.01%	486
2026 Q1	$518K	Hold	6,869	–	–	0.01%	443
2025 Q4	$471K	Sell	6,869 -852	-11%	-$61.9K	0.01%	450
2025 Q3	$614K	Sell	7,721 -1,476	-16%	-$105K	0.01%	412
2025 Q2	$613K	Sell	9,197 -165	-2%	-$10.8K	0.01%	400
2025 Q1	$634K	Sell	9,362 -911	-9%	-$60.7K	0.01%	380
2024 Q4	$666K	Buy	10,273 +18	+0.2%	+$1.13K	0.01%	382
2024 Q3	$633K	Buy	10,255 +18	+0.2%	+$1.13K	0.01%	384
2024 Q2	$662K	Buy	10,237 +22	+0.2%	+$1.42K	0.01%	358
2024 Q1	$650K	Buy	10,215 +6	+0.1%	+$375	0.01%	363
2023 Q4	$693K	Hold	10,209	–	–	0.01%	340
2023 Q3	$673K	Buy	+10,209	New	+$671K	0.01%	226
2023 Q2	–	Sell	-10,209	Closed	-$733K	–	353
2023 Q1	$733K	Hold	10,209	–	–	0.02%	148
2022 Q4	$891K	Hold	10,209	–	–	0.02%	142
2022 Q3	$726K	Hold	10,209	–	–	0.05%	139
2022 Q2	$622K	Hold	10,209	–	–	0.04%	151
2022 Q1	$590K	Hold	10,209	–	–	0.04%	156
2021 Q4	$426K	Hold	10,209	–	–	0.03%	181
2021 Q3	$437K	Hold	10,209	–	–	0.03%	173
2021 Q2	$412K	Hold	10,209	–	–	0.03%	180
2021 Q1	$310K	Hold	10,209	–	–	0.03%	195
2020 Q4	$288K	Hold	10,209	–	–	0.03%	194
2020 Q3	$297K	Hold	10,209	–	–	0.03%	177
2020 Q2	$283K	Hold	10,209	–	–	0.03%	178
2020 Q1	$282K	Hold	10,209	–	–	0.04%	168
2019 Q4	$411K	Hold	10,209	–	–	0.04%	176
2019 Q3	$443K	Hold	10,209	–	–	0.05%	168
2019 Q2	$493K	Hold	10,209	–	–	0.05%	159
2019 Q1	$475K	Hold	10,209	–	–	0.05%	159
2018 Q4	$381K	Hold	10,209	–	–	0.05%	161
2018 Q3	$431K	Hold	10,209	–	–	0.05%	158
2018 Q2	$481K	Buy	+10,209	New	+$474K	0.05%	158

Other funds holding SBR

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) 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 New York $138B AUM 41.87% 1-Year Est. Return

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

RWA Wealth Partners's SBR Position: Q2 2026 in Review

RWA Wealth Partners reduced its Sabine Royalty Trust (SBR) stake by 7.1% in Q2 2026, selling an estimated $36.6K and leaving 6,383 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

RWA Wealth Partners first reported a position in SBR in Q2 2018 and has held it in 32 quarters since. The position peaked at $891K in Q4 2022. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

RWA Wealth Partners held 6,383 shares of Sabine Royalty Trust worth $467K as of Q2 2026.
RWA Wealth Partners sold 486 Sabine Royalty Trust shares in Q2 2026, an estimated $36.6K.
Sabine Royalty Trust made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #486 holding.
RWA Wealth Partners first reported a position in Sabine Royalty Trust in Q2 2018 and has held it in 32 quarters since.
RWA Wealth Partners's Sabine Royalty Trust position peaked at $891K in Q4 2022.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.