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 $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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winnow Wealth's PBT Position: Q1 2026 in Review

Winnow Wealth sold out of Permian Basin Royalty Trust (PBT) in Q1 2026, closing a stake of 135 shares — an estimated $2.29K sold.

Winnow Wealth first reported a position in PBT in Q4 2024 and held it in 4 quarters. The position peaked at $5.59K in Q1 2025. 96 funds tracked by Wall St. Rank hold PBT as of Q1 2026.

  • Winnow Wealth reported no remaining Permian Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 135 Permian Basin Royalty Trust shares in Q1 2026, an estimated $2.29K.
  • Winnow Wealth first reported a position in Permian Basin Royalty Trust in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Permian Basin Royalty Trust position peaked at $5.59K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.