SIC
SBR

Salem Investment Counselors’s Sabine Royalty Trust SBR Stock Holding History

Salem Investment Counselors’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
2025
Q2 		– Sell
-125
Closed -$8.43K – 1252
2025
Q1 		$8.43K Hold
125
– – ﹤0.01% 861
2024
Q4 		$8.1K Hold
125
– – ﹤0.01% 862
2024
Q3 		$7.7K Buy
+125
New +$7.84K ﹤0.01% 870

Other funds holding SBR

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Salem Investment Counselors's SBR Position: Q2 2025 in Review

Salem Investment Counselors sold out of Sabine Royalty Trust (SBR) in Q2 2025, closing a stake of 125 shares — an estimated $8.43K sold.

Salem Investment Counselors first reported a position in SBR in Q3 2024 and held it in 3 quarters. The position peaked at $8.43K in Q1 2025. 136 funds tracked by Wall St. Rank hold SBR as of Q2 2025.

  • Salem Investment Counselors reported no remaining Sabine Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 125 Sabine Royalty Trust shares in Q2 2025, an estimated $8.43K.
  • Salem Investment Counselors first reported a position in Sabine Royalty Trust in Q3 2024 and held it in 3 quarters.
  • Salem Investment Counselors's Sabine Royalty Trust position peaked at $8.43K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.