SWM
SBR

Sendero Wealth Management’s Sabine Royalty Trust SBR Stock Holding History

Sendero Wealth 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 		$946K Hold
12,927
– – 0.09% 127
2026
Q1 		$974K Hold
12,927
– – 0.11% 109
2025
Q4 		$886K Hold
12,927
– – 0.1% 117
2025
Q3 		$1.03M Hold
12,927
– – 0.12% 97
2025
Q2 		$862K Hold
12,927
– – 0.11% 110
2025
Q1 		$875K Hold
12,927
– – 0.12% 100
2024
Q4 		$838K Buy
+12,927
New +$811K 0.12% 94

Other funds holding SBR

AP
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)
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
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

Sendero Wealth Management's SBR Position: Q2 2026 in Review

Sendero Wealth Management held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 12,927 shares worth $946K. The position accounts for 0.09% of the portfolio, ranked #127.

Sendero Wealth Management first reported a position in SBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2025. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Sendero Wealth Management held 12,927 shares of Sabine Royalty Trust worth $946K as of Q2 2026.
  • Sendero Wealth Management left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Sendero Wealth Management first reported a position in Sabine Royalty Trust in Q4 2024 and has held it in 7 quarters since.
  • Sendero Wealth Management's Sabine Royalty Trust position peaked at $1.03M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.