Sunbelt Securities’s Sabine Royalty Trust SBR Stock Holding History

Sunbelt Securities’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	$377K	Hold	5,000	–	–	0.02%	471
2025 Q4	$343K	Hold	5,000	–	–	0.02%	497
2025 Q3	$397K	Hold	5,000	–	–	0.03%	446
2025 Q2	$324K	Hold	5,000	–	–	0.03%	462
2025 Q1	$338K	Hold	5,000	–	–	0.03%	422
2024 Q4	$324K	Hold	5,000	–	–	0.03%	462
2024 Q3	$309K	Buy	5,000 +4,400	+733%	+$276K	0.03%	472
2024 Q2	$38.8K	Hold	600	–	–	﹤0.01%	971
2024 Q1	$38.2K	Hold	600	–	–	﹤0.01%	937
2023 Q4	$40.7K	Hold	600	–	–	0.01%	857
2023 Q3	$39.5K	Hold	600	–	–	0.01%	857
2023 Q2	$39.6K	Hold	600	–	–	0.01%	848
2023 Q1	$42.5K	Buy	+600	New	+$47.2K	0.01%	789
2020 Q1	–	Sell	-8,327	Closed	-$336K	–	603
2019 Q4	$336K	Sell	8,327 -338	-4%	-$13.4K	0.04%	418
2019 Q3	$376K	Buy	+8,665	New	+$387K	0.04%	365

Other funds holding SBR

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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 $24.4B AUM 22.19% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

HFS

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sunbelt Securities's SBR Position: Q1 2026 in Review

Sunbelt Securities held its Sabine Royalty Trust (SBR) position steady in Q1 2026 at 5,000 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #471.

Sunbelt Securities first reported a position in SBR in Q3 2019 and has held it in 15 quarters since. The position peaked at $397K in Q3 2025. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

Sunbelt Securities held 5,000 shares of Sabine Royalty Trust worth $377K as of Q1 2026.
Sunbelt Securities left its Sabine Royalty Trust share count unchanged in Q1 2026.
Sabine Royalty Trust made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #471 holding.
Sunbelt Securities first reported a position in Sabine Royalty Trust in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Sabine Royalty Trust position peaked at $397K in Q3 2025.
154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

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