SCM
PBT

SCS Capital Management’s Permian Basin Royalty Trust PBT Stock Holding History

SCS Capital Management’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
Q1 		– Sell
-17,295
Closed -$294K – 494
2025
Q4 		$294K Hold
17,295
– – ﹤0.01% 434
2025
Q3 		$318K Buy
+17,295
New +$270K ﹤0.01% 444

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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 $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCS Capital Management's PBT Position: Q1 2026 in Review

SCS Capital Management sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 17,295 shares — an estimated $294K sold.

SCS Capital Management first reported a position in PBT in Q3 2025 and held it in 2 quarters. The position peaked at $318K in Q3 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • SCS Capital Management reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • SCS Capital Management sold 17,295 Permian Basin Royalty Trust shares in Q1 2026, an estimated $294K.
  • SCS Capital Management first reported a position in Permian Basin Royalty Trust in Q3 2025 and held it in 2 quarters.
  • SCS Capital Management's Permian Basin Royalty Trust position peaked at $318K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.