SCS Capital Management’s Sabine Royalty Trust SBR Stock Holding History

SCS Capital 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 Q2	$2.39M	Buy	32,614 +1,499	+5%	+$113K	0.02%	205
2026 Q1	$2.34M	Hold	31,115	–	–	0.02%	196
2025 Q4	$2.13M	Hold	31,115	–	–	0.02%	209
2025 Q3	$2.47M	Hold	31,115	–	–	0.03%	193
2025 Q2	$2.07M	Hold	31,115	–	–	0.02%	222
2025 Q1	$2.11M	Buy	+31,115	New	+$2.07M	0.03%	197

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

SCS Capital Management's SBR Position: Q2 2026 in Review

SCS Capital Management increased its Sabine Royalty Trust (SBR) stake by 4.8% in Q2 2026, buying an estimated $113K and bringing the position to 32,614 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #205.

SCS Capital Management first reported a position in SBR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.47M in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

SCS Capital Management held 32,614 shares of Sabine Royalty Trust worth $2.39M as of Q2 2026.
SCS Capital Management bought 1,499 Sabine Royalty Trust shares in Q2 2026, an estimated $113K.
Sabine Royalty Trust made up 0.02% of SCS Capital Management's portfolio in Q2 2026, its #205 holding.
SCS Capital Management first reported a position in Sabine Royalty Trust in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's Sabine Royalty Trust position peaked at $2.47M in Q3 2025.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.