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

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

Significant Wealth Partners's SBR Position: Q2 2026 in Review

Significant Wealth Partners increased its Sabine Royalty Trust (SBR) stake by 1.6% in Q2 2026, buying an estimated $31.2K and bringing the position to 26,624 shares worth $1.95M. The position accounts for 2.11% of the portfolio, ranked #13.

Significant Wealth Partners first reported a position in SBR in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2023. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Significant Wealth Partners held 26,624 shares of Sabine Royalty Trust worth $1.95M as of Q2 2026.
Significant Wealth Partners bought 414 Sabine Royalty Trust shares in Q2 2026, an estimated $31.2K.
Sabine Royalty Trust made up 2.11% of Significant Wealth Partners's portfolio in Q2 2026, its #13 holding.
Significant Wealth Partners first reported a position in Sabine Royalty Trust in Q4 2023 and has held it in 8 quarters since.
Significant Wealth Partners's Sabine Royalty Trust position peaked at $2.65M in Q4 2023.
149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.