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
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 $3.85B AUM 23.11% 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 $23.1B AUM 21.31% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tucker Asset Management's SBR Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Sabine Royalty Trust (SBR) in Q4 2025: 1,000 shares worth $68.6K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SBR as recently as Q4 2024.

Tucker Asset Management first reported a position in SBR in Q4 2020 and has held it in 18 quarters since. The position peaked at $83.9K in Q3 2022. 143 funds tracked by Wall St. Rank hold SBR as of Q4 2025.

Tucker Asset Management held 1,000 shares of Sabine Royalty Trust worth $68.6K as of Q4 2025.
Sabine Royalty Trust was a new Tucker Asset Management position in Q4 2025.
Sabine Royalty Trust made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #246 holding.
Tucker Asset Management first reported a position in Sabine Royalty Trust in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's Sabine Royalty Trust position peaked at $83.9K in Q3 2022.
143 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.