WW
PBT

Winnow Wealth’s Permian Basin Royalty Trust PBT Stock Holding History

Winnow Wealth’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 		– Sell
-135
Closed -$2.29K – 434
2025
Q4 		$2.29K Buy
135
+6
+5% +$107 ﹤0.01% 352
2025
Q3 		$2.45K Buy
+129
New +$2.01K ﹤0.01% 326
2025
Q2 		– Sell
-565
Closed -$5.59K – 530
2025
Q1 		$5.59K Buy
565
+85
+18% +$922 0.01% 229
2024
Q4 		$5.31K Buy
+480
New +$5.75K 0.01% 206

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 $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 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