Tucker Asset Management’s Sabine Royalty Trust SBR Stock Holding History

Tucker Asset Management’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	-1,000	Closed	-$68.6K	–	899
2025 Q4	$68.6K	Buy	+1,000	New	+$72.7K	0.02%	246
2025 Q1	–	Sell	-1,000	Closed	-$64.8K	–	812
2024 Q4	$64.8K	Hold	1,000	–	–	0.01%	320
2024 Q3	$61.6K	Hold	1,000	–	–	0.01%	304
2024 Q2	$64.5K	Hold	1,000	–	–	0.01%	346
2024 Q1	$63.2K	Hold	1,000	–	–	0.01%	385
2023 Q4	$67.7K	Hold	1,000	–	–	0.02%	288
2023 Q3	$65.8K	Hold	1,000	–	–	0.02%	276
2023 Q2	$65.9K	Hold	1,000	–	–	0.02%	218
2023 Q1	$71.8K	Hold	1,000	–	–	0.02%	185
2022 Q4	$83.2K	Hold	1,000	–	–	0.03%	104
2022 Q3	$83.9K	Hold	1,000	–	–	0.03%	91
2022 Q2	$60.9K	Hold	1,000	–	–	0.02%	83
2022 Q1	$57.8K	Hold	1,000	–	–	0.02%	85
2021 Q4	$41.5K	Hold	1,000	–	–	0.01%	105
2021 Q3	$42.7K	Hold	1,000	–	–	0.02%	95
2021 Q2	$40.3K	Hold	1,000	–	–	0.02%	87
2021 Q1	$30.4K	Hold	1,000	–	–	0.02%	104
2020 Q4	$28.2K	Buy	+1,000	New	+$29.2K	0.02%	96

Other funds holding SBR

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) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Tucker Asset Management's SBR Position: Q1 2026 in Review

Tucker Asset Management sold out of Sabine Royalty Trust (SBR) in Q1 2026, closing a stake of 1,000 shares — an estimated $68.6K sold.

Tucker Asset Management first reported a position in SBR in Q4 2020 and held it in 18 quarters. The position peaked at $83.9K in Q3 2022. 154 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

Tucker Asset Management reported no remaining Sabine Royalty Trust position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,000 Sabine Royalty Trust shares in Q1 2026, an estimated $68.6K.
Tucker Asset Management first reported a position in Sabine Royalty Trust in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's Sabine Royalty Trust position peaked at $83.9K in Q3 2022.
154 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.