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
Q2 		$8.11K Hold
324
– – ﹤0.01% 617
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 $8.82B AUM 23.05% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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 $2.57B AUM 37.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthCollab's PBT Position: Q2 2026 in Review

WealthCollab held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 324 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WealthCollab first reported a position in PBT in Q1 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • WealthCollab held 324 shares of Permian Basin Royalty Trust worth $8.11K as of Q2 2026.
  • WealthCollab left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #617 holding.
  • WealthCollab first reported a position in Permian Basin Royalty Trust in Q1 2025 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.