TI
SBR

TrueMark Investments’s Sabine Royalty Trust SBR Stock Holding History

TrueMark Investments’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 		– Sell
-6,050
Closed -$415K – 253
2025
Q4 		$415K Buy
+6,050
New +$440K 0.08% 158
2025
Q1 		– Sell
-88,303
Closed -$5.72M – 254
2024
Q4 		$5.72M Buy
88,303
+74,655
+547% +$4.68M 1.83% 6
2024
Q3 		$843K Sell
13,648
-3,457
-20% -$217K 0.27% 90
2024
Q2 		$1.11M Buy
+17,105
New +$1.1M 0.38% 91

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 $6.89B AUM 37.41% 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 $100B AUM 35.1% 1-Year Est. Return

TrueMark Investments's SBR Position: Q1 2026 in Review

TrueMark Investments sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 6,050 shares — an estimated $415K sold.

TrueMark Investments first reported a position in SBR in Q2 2024 and held it in 4 quarters. The position peaked at $5.72M in Q4 2024. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • TrueMark Investments reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 6,050 Sabine Royalty Trust shares in Q1 2026, an estimated $415K.
  • TrueMark Investments first reported a position in Sabine Royalty Trust in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's Sabine Royalty Trust position peaked at $5.72M in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.