SIS
SBR

Sound Income Strategies’s Sabine Royalty Trust SBR Stock Holding History

Sound Income Strategies’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 		– Sell
-56
Closed -$4.1K – 2038
2026
Q1 		$4.1K Buy
56
+6
+12% +$428 ﹤0.01% 1917
2025
Q4 		$3.38K Hold
50
– – ﹤0.01% 1973
2025
Q3 		$3.51K Hold
50
– – ﹤0.01% 1248
2025
Q2 		$3.33K Hold
50
– – ﹤0.01% 1182
2025
Q1 		$3.38K Hold
50
– – ﹤0.01% 1141
2024
Q4 		$3.24K Hold
50
– – ﹤0.01% 1084
2024
Q3 		$3.09K Hold
50
– – ﹤0.01% 1049
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 1031
2024
Q1 		$3.18K Hold
50
– – ﹤0.01% 976
2023
Q4 		$3.39K Hold
50
– – ﹤0.01% 959
2023
Q3 		$3.29K Hold
50
– – ﹤0.01% 830
2023
Q2 		$3.3K Hold
50
– – ﹤0.01% 814
2023
Q1 		$3.59K Hold
50
– – ﹤0.01% 749
2022
Q4 		$4.27K Hold
50
– – ﹤0.01% 669
2022
Q3 		$4K Hold
50
– – ﹤0.01% 624
2022
Q2 		$3K Buy
+50
New +$3.37K ﹤0.01% 670

Other funds holding SBR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sound Income Strategies's SBR Position: Q2 2026 in Review

Sound Income Strategies sold out of Sabine Royalty Trust (SBR) in Q2 2026, closing a stake of 56 shares — an estimated $4.1K sold.

Sound Income Strategies first reported a position in SBR in Q2 2022 and held it in 16 quarters. The position peaked at $4.27K in Q4 2022. 46 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Sound Income Strategies reported no remaining Sabine Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 56 Sabine Royalty Trust shares in Q2 2026, an estimated $4.1K.
  • Sound Income Strategies first reported a position in Sabine Royalty Trust in Q2 2022 and held it in 16 quarters.
  • Sound Income Strategies's Sabine Royalty Trust position peaked at $4.27K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.