Steward Partners Investment Advisory’s Sabine Royalty Trust SBR Stock Holding History

Steward Partners Investment Advisory’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 Q1	$15.1K	Hold	200	–	–	﹤0.01%	3368
2025 Q4	$13.7K	Hold	200	–	–	﹤0.01%	3305
2025 Q3	$15.9K	Hold	200	–	–	﹤0.01%	3188
2025 Q2	$13.3K	Hold	200	–	–	﹤0.01%	3082
2025 Q1	$13.5K	Sell	200 -430	-68%	-$28.6K	﹤0.01%	2965
2024 Q4	$40.8K	Hold	630	–	–	﹤0.01%	2441
2024 Q3	$38.9K	Hold	630	–	–	﹤0.01%	2361
2024 Q2	$40.8K	Hold	630	–	–	﹤0.01%	2201
2024 Q1	$40.1K	Buy	630 +200	+47%	+$12.5K	﹤0.01%	2216
2023 Q4	$29.2K	Hold	430	–	–	﹤0.01%	2214
2023 Q3	$28.3K	Buy	+430	New	+$28.2K	﹤0.01%	2153
2021 Q2	–	Sell	-290	Closed	-$8.8K	–	7357
2021 Q1	$8.8K	Buy	+290	New	+$9.13K	﹤0.01%	2829
2018 Q1	–	Sell	-500	Closed	-$22K	–	2315
2017 Q4	$22K	Hold	500	–	–	﹤0.01%	1085
2017 Q3	$20K	Hold	500	–	–	﹤0.01%	940
2017 Q2	$19K	Hold	500	–	–	﹤0.01%	883
2017 Q1	$17K	Buy	+500	New	+$18.6K	﹤0.01%	802

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Steward Partners Investment Advisory's SBR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Sabine Royalty Trust (SBR) position steady in Q1 2026 at 200 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Steward Partners Investment Advisory first reported a position in SBR in Q1 2017 and has held it in 16 quarters since. The position peaked at $40.8K in Q4 2024. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

Steward Partners Investment Advisory held 200 shares of Sabine Royalty Trust worth $15.1K as of Q1 2026.
Steward Partners Investment Advisory left its Sabine Royalty Trust share count unchanged in Q1 2026.
Sabine Royalty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3368 holding.
Steward Partners Investment Advisory first reported a position in Sabine Royalty Trust in Q1 2017 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Sabine Royalty Trust position peaked at $40.8K in Q4 2024.
153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.