SS
PBT

Sunbelt Securities’s Permian Basin Royalty Trust PBT Stock Holding History

Sunbelt Securities’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
Q1 		$1.87K Hold
87
– – ﹤0.01% 1950
2025
Q4 		$1.47K Buy
87
+1
+1% +$18 ﹤0.01% 1957
2025
Q3 		$1.57K Buy
86
+1
+1% +$16 ﹤0.01% 1938
2025
Q2 		$940 Sell
85
-6,250
-99% -$66.5K ﹤0.01% 1670
2025
Q1 		$62.8K Buy
6,335
+6,250
+7,353% +$67.8K 0.01% 853
2024
Q4 		$930 Sell
85
-127
-60% -$1.52K ﹤0.01% 1676
2024
Q3 		$2.52K Buy
212
+84
+66% +$945 ﹤0.01% 1576
2024
Q2 		$1.44K Buy
+128
New +$1.55K ﹤0.01% 1584
2020
Q1 		– Sell
-10,069
Closed -$39K – 584
2019
Q4 		$39K Buy
10,069
+4
+0% +$16 ﹤0.01% 600
2019
Q3 		$52K Buy
+10,065
New +$52K 0.01% 568

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return