United Financial Planning Group’s Permian Basin Royalty Trust PBT Stock Holding History

United Financial Planning Group’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25K	Buy	+1,000	New	+$25.3K	0.01%	148

Other funds holding PBT

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

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Financial Planning Group's PBT Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Permian Basin Royalty Trust (PBT) in Q2 2026: 1,000 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

United Financial Planning Group held 1,000 shares of Permian Basin Royalty Trust worth $25K as of Q2 2026.
Permian Basin Royalty Trust was a new United Financial Planning Group position in Q2 2026.
Permian Basin Royalty Trust made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #148 holding.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.