SWP
SBR

Significant Wealth Partners’s Sabine Royalty Trust SBR Stock Holding History

Significant Wealth Partners’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 		$1.95M Buy
26,624
+414
+2% +$31.2K 2.11% 13
2026
Q1 		$1.97M Buy
+26,210
New +$1.87M 2.42% 5
2025
Q4 		– Sell
-5,301
Closed -$421K – 104
2025
Q3 		$421K Buy
5,301
+562
+12% +$40.1K 0.21% 53
2025
Q2 		$315K Sell
4,739
-470
-9% -$30.9K 0.15% 65
2025
Q1 		$351K Buy
5,209
+760
+17% +$50.6K 0.18% 48
2024
Q4 		$288K Buy
+4,449
New +$279K 0.15% 50
2024
Q2 		– Sell
-35,934
Closed -$2.27M – 137
2024
Q1 		$2.27M Sell
35,934
-3,156
-8% -$197K 1.49% 23
2023
Q4 		$2.65M Buy
+39,090
New +$2.47M 1.93% 13

Other funds holding SBR

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return