SS
SBR

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

AP
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 $6.21B AUM 26.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Morgan Stanley
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
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
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return