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 $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

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

Sunbelt Securities's PBT Position: Q1 2026 in Review

Sunbelt Securities held its Permian Basin Royalty Trust (PBT) position steady in Q1 2026 at 87 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Sunbelt Securities first reported a position in PBT in Q3 2019 and has held it in 10 quarters since. The position peaked at $62.8K in Q1 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

Sunbelt Securities held 87 shares of Permian Basin Royalty Trust worth $1.87K as of Q1 2026.
Sunbelt Securities left its Permian Basin Royalty Trust share count unchanged in Q1 2026.
Permian Basin Royalty Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1950 holding.
Sunbelt Securities first reported a position in Permian Basin Royalty Trust in Q3 2019 and has held it in 10 quarters since.
Sunbelt Securities's Permian Basin Royalty Trust position peaked at $62.8K in Q1 2025.
96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.