W
PBT

WealthCollab’s Permian Basin Royalty Trust PBT Stock Holding History

WealthCollab’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
Q1 		$6.97K Sell
324
-47
-13% -$915 ﹤0.01% 616
2025
Q4 		$6.29K Hold
371
– – ﹤0.01% 671
2025
Q3 		$6.78K Buy
371
+210
+130% +$3.27K ﹤0.01% 611
2025
Q2 		$2K Hold
161
– – ﹤0.01% 812
2025
Q1 		$1.59K Buy
+161
New +$1.75K ﹤0.01% 795

Other funds holding PBT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthCollab's PBT Position: Q1 2026 in Review

WealthCollab reduced its Permian Basin Royalty Trust (PBT) stake by 13% in Q1 2026, selling an estimated $915 and leaving 324 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

WealthCollab first reported a position in PBT in Q1 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • WealthCollab held 324 shares of Permian Basin Royalty Trust worth $6.97K as of Q1 2026.
  • WealthCollab sold 47 Permian Basin Royalty Trust shares in Q1 2026, an estimated $915.
  • Permian Basin Royalty Trust made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #616 holding.
  • WealthCollab first reported a position in Permian Basin Royalty Trust in Q1 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.