SJS Investment Consulting’s Permian Basin Royalty Trust PBT Stock Holding History

SJS Investment Consulting’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 Q2	$5.04K	Hold	201	–	–	﹤0.01%	1384
2026 Q1	$4.32K	Sell	201 -133	-40%	-$2.59K	﹤0.01%	1078
2025 Q4	$5.66K	Buy	334 +1	+0.3%	+$18	﹤0.01%	927
2025 Q3	$6.08K	Sell	333 -109	-25%	-$1.7K	﹤0.01%	678
2025 Q2	$5.49K	Buy	442 +3	+0.7%	+$32	﹤0.01%	397
2025 Q1	$4.34K	Buy	439 +2	+0.5%	+$22	﹤0.01%	492
2024 Q4	$4.82K	Buy	437 +3	+0.7%	+$36	﹤0.01%	444
2024 Q3	$5.15K	Buy	434 +292	+206%	+$3.29K	﹤0.01%	483
2024 Q2	$1.59K	Buy	142 +2	+1%	+$24	﹤0.01%	832
2024 Q1	$1.7K	Buy	+140	New	+$1.9K	﹤0.01%	821

Other funds holding PBT

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SJS Investment Consulting's PBT Position: Q2 2026 in Review

SJS Investment Consulting held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 201 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

SJS Investment Consulting first reported a position in PBT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.08K in Q3 2025. 53 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

SJS Investment Consulting held 201 shares of Permian Basin Royalty Trust worth $5.04K as of Q2 2026.
SJS Investment Consulting left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
Permian Basin Royalty Trust made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1384 holding.
SJS Investment Consulting first reported a position in Permian Basin Royalty Trust in Q1 2024 and has held it in 10 quarters since.
SJS Investment Consulting's Permian Basin Royalty Trust position peaked at $6.08K in Q3 2025.
53 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.