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 Q2	–	Sell	-2,700	Closed	-$203K	–	359
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 $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

SFMG Wealth Advisors's SBR Position: Q2 2026 in Review

SFMG Wealth Advisors sold out of Sabine Royalty Trust (SBR) in Q2 2026, closing a stake of 2,700 shares — an estimated $203K sold.

SFMG Wealth Advisors first reported a position in SBR in Q2 2013 and held it in 17 quarters. The position peaked at $573K in Q1 2015. 148 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

SFMG Wealth Advisors reported no remaining Sabine Royalty Trust position as of Q2 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 2,700 Sabine Royalty Trust shares in Q2 2026, an estimated $203K.
SFMG Wealth Advisors first reported a position in Sabine Royalty Trust in Q2 2013 and held it in 17 quarters.
SFMG Wealth Advisors's Sabine Royalty Trust position peaked at $573K in Q1 2015.
148 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.