TWC
PBT

TD Waterhouse Canada’s Permian Basin Royalty Trust PBT Stock Holding History

TD Waterhouse Canada’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
Q2 		$1.12K Hold
45
– – ﹤0.01% 2188
2026
Q1 		$920 Hold
45
– – ﹤0.01% 2106
2025
Q4 		$763 Hold
45
– – ﹤0.01% 1895
2025
Q3 		$824 Buy
+45
New +$701 ﹤0.01% 1910

Other funds holding PBT

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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

TD Waterhouse Canada's PBT Position: Q2 2026 in Review

TD Waterhouse Canada held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 45 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

TD Waterhouse Canada first reported a position in PBT in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • TD Waterhouse Canada held 45 shares of Permian Basin Royalty Trust worth $1.12K as of Q2 2026.
  • TD Waterhouse Canada left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #2188 holding.
  • TD Waterhouse Canada first reported a position in Permian Basin Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.