UMB Bank’s Sabine Royalty Trust SBR Stock Holding History

UMB Bank’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	$3.39K	Hold	45	–	–	﹤0.01%	2102
2025 Q4	$3.09K	Hold	45	–	–	﹤0.01%	2114
2025 Q3	$3.58K	Hold	45	–	–	﹤0.01%	1959
2025 Q2	$3K	Hold	45	–	–	﹤0.01%	1942
2025 Q1	$3.05K	Hold	45	–	–	﹤0.01%	1891
2024 Q4	$2.92K	Hold	45	–	–	﹤0.01%	1860
2024 Q3	$2.78K	Hold	45	–	–	﹤0.01%	1898
2024 Q2	$2.91K	Hold	45	–	–	﹤0.01%	1632
2024 Q1	$2.86K	Hold	45	–	–	﹤0.01%	1456
2023 Q4	$3.05K	Hold	45	–	–	﹤0.01%	1460
2023 Q3	$2.97K	Hold	45	–	–	﹤0.01%	1492
2023 Q2	$2.97K	Hold	45	–	–	﹤0.01%	1480
2023 Q1	$3.23K	Hold	45	–	–	﹤0.01%	1475
2022 Q4	$4K	Hold	45	–	–	﹤0.01%	1468
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	1557
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	1688
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	1775
2021 Q4	$2K	Buy	+45	New	+$1.91K	﹤0.01%	1841

Other funds holding SBR

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return