Westwood Holdings Group’s Sabine Royalty Trust SBR Stock Holding History

Westwood Holdings Group’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 Q2	$877K	Buy	11,980 +6,603	+123%	+$498K	0.01%	377
2026 Q1	$403K	Buy	5,377 +14	+0.3%	+$998	﹤0.01%	407
2025 Q4	$368K	Buy	5,363 +14	+0.3%	+$1.02K	﹤0.01%	436
2025 Q3	$425K	Buy	5,349 +24	+0.5%	+$1.71K	﹤0.01%	432
2025 Q2	$355K	Buy	5,325 +22	+0.4%	+$1.45K	﹤0.01%	434
2025 Q1	$359K	Buy	5,303 +19	+0.4%	+$1.26K	﹤0.01%	418
2024 Q4	$342K	Buy	5,284 +20	+0.4%	+$1.25K	﹤0.01%	441
2024 Q3	$325K	Buy	5,264 +20	+0.4%	+$1.25K	﹤0.01%	433
2024 Q2	$339K	Buy	5,244 +26	+0.5%	+$1.68K	﹤0.01%	409
2024 Q1	$330K	Buy	5,218 +35	+0.7%	+$2.19K	﹤0.01%	419
2023 Q4	$351K	Buy	5,183 +20	+0.4%	+$1.26K	﹤0.01%	411
2023 Q3	$339K	Buy	5,163 +8	+0.2%	+$525	﹤0.01%	404
2023 Q2	$339K	Buy	5,155 +19	+0.4%	+$1.36K	﹤0.01%	431
2023 Q1	$370K	Buy	5,136 +20	+0.4%	+$1.57K	﹤0.01%	433
2022 Q4	$436K	Buy	5,116 +27	+0.5%	+$2.23K	﹤0.01%	431
2022 Q3	$362K	Buy	5,089 +51	+1%	+$3.61K	﹤0.01%	406
2022 Q2	$307K	Buy	5,038 +123	+3%	+$8.3K	﹤0.01%	418
2022 Q1	$284K	Buy	+4,915	New	+$259K	﹤0.01%	412

Other funds holding SBR

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

HKAM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

HFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Westwood Holdings Group's SBR Position: Q2 2026 in Review

Westwood Holdings Group increased its Sabine Royalty Trust (SBR) stake by 123% in Q2 2026, buying an estimated $498K and bringing the position to 11,980 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #377.

Westwood Holdings Group first reported a position in SBR in Q1 2022 and has held it in 18 quarters since. 144 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

Westwood Holdings Group held 11,980 shares of Sabine Royalty Trust worth $877K as of Q2 2026.
Westwood Holdings Group bought 6,603 Sabine Royalty Trust shares in Q2 2026, an estimated $498K.
Sabine Royalty Trust made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #377 holding.
Westwood Holdings Group first reported a position in Sabine Royalty Trust in Q1 2022 and has held it in 18 quarters since.
144 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.