SVB Wealth’s Kimbell Royalty Partners KRP Stock Holding History

SVB Wealth’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,749	Closed	-$24.5K	–	1108
2025 Q1	$24.5K	Buy	+1,749	New	+$26.4K	﹤0.01%	715
2023 Q4	–	Sell	-10,496	Closed	-$168K	–	916
2023 Q3	$168K	Sell	10,496 -1,117	-10%	-$16.9K	﹤0.01%	765
2023 Q2	$171K	Sell	11,613 -1,418	-11%	-$21.9K	﹤0.01%	839
2023 Q1	$198K	Sell	13,031 -468	-3%	-$7.33K	﹤0.01%	890
2022 Q4	$225K	Buy	+13,499	New	+$237K	﹤0.01%	871
2021 Q4	–	Sell	-32,353	Closed	-$457K	–	892
2021 Q3	$457K	Buy	32,353 +2,861	+10%	+$34.1K	0.01%	629
2021 Q2	$379K	Buy	29,492 +5,083	+21%	+$60.6K	﹤0.01%	664
2021 Q1	$247K	Buy	+24,409	New	+$236K	﹤0.01%	770

Other funds holding KRP

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return