VCM
SBR

Voleon Capital Management’s Sabine Royalty Trust SBR Stock Holding History

Voleon Capital 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 		$331K Sell
4,395
-1,927
-30% -$137K 0.01% 652
2025
Q4 		$434K Buy
6,322
+984
+18% +$71.5K 0.01% 606
2025
Q3 		$424K Buy
+5,338
New +$381K 0.01% 627

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 $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
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

Voleon Capital Management's SBR Position: Q1 2026 in Review

Voleon Capital Management reduced its Sabine Royalty Trust (SBR) stake by 30% in Q1 2026, selling an estimated $137K and leaving 4,395 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #652.

Voleon Capital Management first reported a position in SBR in Q3 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 153 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • Voleon Capital Management held 4,395 shares of Sabine Royalty Trust worth $331K as of Q1 2026.
  • Voleon Capital Management sold 1,927 Sabine Royalty Trust shares in Q1 2026, an estimated $137K.
  • Sabine Royalty Trust made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #652 holding.
  • Voleon Capital Management first reported a position in Sabine Royalty Trust in Q3 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Sabine Royalty Trust position peaked at $434K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.