TPCW
SBR

TD Private Client Wealth’s Sabine Royalty Trust SBR Stock Holding History

TD Private Client Wealth’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
Q2 		$2.63K Buy
36
+8
+29% +$603 ﹤0.01% 1325
2026
Q1 		$2.11K Buy
28
+10
+56% +$713 ﹤0.01% 1292
2025
Q4 		$1.23K Buy
18
+4
+29% +$291 ﹤0.01% 1337
2025
Q3 		$1.11K Buy
14
+4
+40% +$286 ﹤0.01% 1325
2025
Q2 		$667 Buy
+10
New +$657 ﹤0.01% 1329

Other funds holding SBR

AP
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)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

TD Private Client Wealth's SBR Position: Q2 2026 in Review

TD Private Client Wealth increased its Sabine Royalty Trust (SBR) stake by 29% in Q2 2026, buying an estimated $603 and bringing the position to 36 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

TD Private Client Wealth first reported a position in SBR in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • TD Private Client Wealth held 36 shares of Sabine Royalty Trust worth $2.63K as of Q2 2026.
  • TD Private Client Wealth bought 8 Sabine Royalty Trust shares in Q2 2026, an estimated $603.
  • Sabine Royalty Trust made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1325 holding.
  • TD Private Client Wealth first reported a position in Sabine Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.