S
PBT

SignatureFD’s Permian Basin Royalty Trust PBT Stock Holding History

SignatureFD’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87K Hold
87
– – ﹤0.01% 3071
2025
Q4 		$1.48K Hold
87
– – ﹤0.01% 3045
2025
Q3 		$1.59K Hold
87
– – ﹤0.01% 3001
2025
Q2 		$1.08K Hold
87
– – ﹤0.01% 3003
2025
Q1 		$859 Hold
87
– – ﹤0.01% 3071
2024
Q4 		$959 Hold
87
– – ﹤0.01% 3039
2024
Q3 		$1.03K Hold
87
– – ﹤0.01% 2991
2024
Q2 		$976 Hold
87
– – ﹤0.01% 2907
2024
Q1 		$1.05K Sell
87
-1,500
-95% -$20.4K ﹤0.01% 2943
2023
Q4 		$22.2K Hold
1,587
– – ﹤0.01% 1876
2023
Q3 		$33.7K Buy
1,587
+87
+6% +$1.97K ﹤0.01% 1598
2023
Q2 		$37.4K Sell
1,500
-1,829
-55% -$45.2K ﹤0.01% 1577
2023
Q1 		$81.2K Buy
3,329
+434
+15% +$10.3K ﹤0.01% 1142
2022
Q4 		$73K Buy
2,895
+1,771
+158% +$36.6K ﹤0.01% 1165
2022
Q3 		$18K Buy
+1,124
New +$19.6K ﹤0.01% 1794

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return