UBS Group
SBR

UBS Group’s Sabine Royalty Trust SBR Stock Holding History

UBS Group’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 		$1.65M Buy
21,894
+4,056
+23% +$289K ﹤0.01% 5139
2025
Q4 		$1.22M Sell
17,838
-765
-4% -$55.6K ﹤0.01% 5409
2025
Q3 		$1.48M Buy
18,603
+4,566
+33% +$326K ﹤0.01% 5246
2025
Q2 		$936K Sell
14,037
-4,005
-22% -$263K ﹤0.01% 5505
2025
Q1 		$1.22M Sell
18,042
-205
-1% -$13.7K ﹤0.01% 5116
2024
Q4 		$1.18M Buy
18,247
+1,292
+8% +$81.1K ﹤0.01% 5179
2024
Q3 		$1.05M Sell
16,955
-16,975
-50% -$1.06M ﹤0.01% 4608
2024
Q2 		$2.19M Buy
33,930
+18,706
+123% +$1.21M ﹤0.01% 3685
2024
Q1 		$968K Sell
15,224
-7
-0% -$438 ﹤0.01% 4621
2023
Q4 		$1.03M Buy
15,231
+1,400
+10% +$88.5K ﹤0.01% 4467
2023
Q3 		$911K Buy
13,831
+1,320
+11% +$86.7K ﹤0.01% 4160
2023
Q2 		$825K Sell
12,511
-685
-5% -$49K ﹤0.01% 4408
2023
Q1 		$948K Sell
13,196
-1,326
-9% -$104K ﹤0.01% 4153
2022
Q4 		$1.24M Sell
14,522
-3,983
-22% -$329K ﹤0.01% 3864
2022
Q3 		$1.32M Buy
18,505
+3,832
+26% +$271K ﹤0.01% 3513
2022
Q2 		$894K Sell
14,673
-2,398
-14% -$162K ﹤0.01% 3828
2022
Q1 		$986K Buy
17,071
+1,232
+8% +$64.9K ﹤0.01% 4113
2021
Q4 		$661K Buy
15,839
+686
+5% +$29.2K ﹤0.01% 4752
2021
Q3 		$649K Hold
15,153
– – ﹤0.01% 4532
2021
Q2 		$611K Sell
15,153
-771
-5% -$27.5K ﹤0.01% 4572
2021
Q1 		$483K Sell
15,924
-11,618
-42% -$366K ﹤0.01% 4894
2020
Q4 		$777K Buy
27,542
+12,387
+82% +$361K ﹤0.01% 4224
2020
Q3 		$441K Sell
15,155
-8
-0.1% -$242 ﹤0.01% 4292
2020
Q2 		$420K Sell
15,163
-542
-3% -$14.8K ﹤0.01% 4291
2020
Q1 		$434K Sell
15,705
-247
-2% -$8.75K ﹤0.01% 4097
2019
Q4 		$643K Buy
15,952
+800
+5% +$31.7K ﹤0.01% 4607
2019
Q3 		$657K Buy
15,152
+680
+5% +$30.3K ﹤0.01% 4326
2019
Q2 		$699K Buy
14,472
+2,087
+17% +$101K ﹤0.01% 4036
2019
Q1 		$577K Sell
12,385
-336
-3% -$14.6K ﹤0.01% 3971
2018
Q4 		$474K Sell
12,721
-273
-2% -$10.4K ﹤0.01% 4317
2018
Q3 		$548K Sell
12,994
-2,649
-17% -$118K ﹤0.01% 4340
2018
Q2 		$737K Buy
15,643
+1,434
+10% +$66.5K ﹤0.01% 4018
2018
Q1 		$624K Sell
14,209
-750
-5% -$33.6K ﹤0.01% 4056
2017
Q4 		$667K Buy
14,959
+755
+5% +$32.2K ﹤0.01% 4091
2017
Q3 		$580K Sell
14,204
-2,842
-17% -$112K ﹤0.01% 4107
2017
Q2 		$661K Sell
17,046
-794
-4% -$29.7K ﹤0.01% 3916
2017
Q1 		$635K Buy
17,840
+896
+5% +$33.3K ﹤0.01% 3874
2016
Q4 		$596K Buy
16,944
+1,431
+9% +$51.8K ﹤0.01% 3980
2016
Q3 		$571K Buy
15,513
+6,553
+73% +$241K ﹤0.01% 3834
2016
Q2 		$299K Buy
8,960
+392
+5% +$12.9K ﹤0.01% 4264
2016
Q1 		$254K Sell
8,568
-1,554
-15% -$47.1K ﹤0.01% 4330
2015
Q4 		$266K Sell
10,122
-1,450
-13% -$45.3K ﹤0.01% 4457
2015
Q3 		$354K Buy
11,572
+3,056
+36% +$101K ﹤0.01% 4182
2015
Q2 		$321K Buy
8,516
+387
+5% +$15.4K ﹤0.01% 4467
2015
Q1 		$320K Sell
8,129
-988
-11% -$40K ﹤0.01% 4505
2014
Q4 		$326K Buy
+9,117
New +$430K ﹤0.01% 4583

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 $4.79B AUM 27.94% 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

UBS Group's SBR Position: Q1 2026 in Review

UBS Group increased its Sabine Royalty Trust (SBR) stake by 23% in Q1 2026, buying an estimated $289K and bringing the position to 21,894 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #5139.

UBS Group first reported a position in SBR in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.19M in Q2 2024. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • UBS Group held 21,894 shares of Sabine Royalty Trust worth $1.65M as of Q1 2026.
  • UBS Group bought 4,056 Sabine Royalty Trust shares in Q1 2026, an estimated $289K.
  • Sabine Royalty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5139 holding.
  • UBS Group first reported a position in Sabine Royalty Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Sabine Royalty Trust position peaked at $2.19M in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.