SFMG Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History

SFMG Wealth Advisors’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 Q1	$203K	Buy	+2,700	New	+$193K	0.01%	296
2023 Q1	–	Sell	-2,500	Closed	-$214K	–	275
2022 Q4	$214K	Hold	2,500	–	–	0.02%	221
2022 Q3	$208K	Buy	+2,500	New	+$177K	0.02%	217
2019 Q3	–	Sell	-4,420	Closed	-$204K	–	161
2019 Q2	$204K	Hold	4,420	–	–	0.03%	142
2019 Q1	$205K	Buy	+4,420	New	+$191K	0.03%	137
2018 Q3	–	Sell	-4,800	Closed	-$226K	–	153
2018 Q2	$226K	Buy	+4,800	New	+$223K	0.04%	134
2016 Q1	–	Sell	-7,789	Closed	-$205K	–	115
2015 Q4	$205K	Hold	7,789	–	–	0.05%	104
2015 Q3	$238K	Buy	7,789 +1,000	+15%	+$33K	0.06%	98
2015 Q2	$256K	Sell	6,789 -7,789	-53%	-$310K	0.06%	93
2015 Q1	$573K	Buy	14,578 +8,789	+152%	+$356K	0.05%	89
2014 Q4	$207K	Sell	5,789 -2,000	-26%	-$94.3K	0.05%	113
2014 Q3	$422K	Sell	7,789 -450	-5%	-$25.6K	0.13%	46
2014 Q2	$499K	Hold	8,239	–	–	0.17%	41
2014 Q1	$408K	Hold	8,239	–	–	0.14%	43
2013 Q4	$417K	Hold	8,239	–	–	0.14%	44
2013 Q3	$419K	Hold	8,239	–	–	0.17%	40
2013 Q2	$426K	Buy	+8,239	New	+$422K	0.17%	43

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SFMG Wealth Advisors's SBR Position: Q1 2026 in Review

SFMG Wealth Advisors opened a new position in Sabine Royalty Trust (SBR) in Q1 2026: 2,700 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in SBR as recently as Q4 2022.

SFMG Wealth Advisors first reported a position in SBR in Q2 2013 and has held it in 17 quarters since. The position peaked at $573K in Q1 2015. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

SFMG Wealth Advisors held 2,700 shares of Sabine Royalty Trust worth $203K as of Q1 2026.
Sabine Royalty Trust was a new SFMG Wealth Advisors position in Q1 2026.
Sabine Royalty Trust made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #296 holding.
SFMG Wealth Advisors first reported a position in Sabine Royalty Trust in Q2 2013 and has held it in 17 quarters since.
SFMG Wealth Advisors's Sabine Royalty Trust position peaked at $573K in Q1 2015.
153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.