SWM
SBR

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

SHP 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
Q1 		$61.8K Buy
821
+10
+1% +$713 ﹤0.01% 455
2025
Q4 		$55.6K Buy
+811
New +$58.9K ﹤0.01% 454

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 $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)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Morgan Stanley
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
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SHP Wealth Management's SBR Position: Q1 2026 in Review

SHP Wealth Management increased its Sabine Royalty Trust (SBR) stake by 1.2% in Q1 2026, buying an estimated $713 and bringing the position to 821 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

SHP Wealth Management first reported a position in SBR in Q4 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • SHP Wealth Management held 821 shares of Sabine Royalty Trust worth $61.8K as of Q1 2026.
  • SHP Wealth Management bought 10 Sabine Royalty Trust shares in Q1 2026, an estimated $713.
  • Sabine Royalty Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #455 holding.
  • SHP Wealth Management first reported a position in Sabine Royalty Trust in Q4 2025 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.