TFF
SBR

The Family Firm’s Sabine Royalty Trust SBR Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-750
Closed -$48.4K – 719
2024
Q2 		$48.4K Buy
+750
New +$48.4K 0.01% 404

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

The Family Firm's SBR Position: Q3 2024 in Review

The Family Firm sold out of Sabine Royalty Trust (SBR) in Q3 2024, closing a stake of 750 shares — an estimated $48.4K sold.

The Family Firm first reported a position in SBR in Q2 2024 and held it in 1 quarter. The position peaked at $48.4K in Q2 2024. 129 funds tracked by Wall St. Rank hold SBR as of Q3 2024.

  • The Family Firm reported no remaining Sabine Royalty Trust position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 750 Sabine Royalty Trust shares in Q3 2024, an estimated $48.4K.
  • The Family Firm first reported a position in Sabine Royalty Trust in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Sabine Royalty Trust position peaked at $48.4K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.