WWM
PBT

Wolff Wiese Magana’s Permian Basin Royalty Trust PBT Stock Holding History

Wolff Wiese Magana’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 		$449 Hold
18
– – ﹤0.01% 978
2026
Q1 		$386 Hold
18
– – ﹤0.01% 940
2025
Q4 		$305 Hold
18
– – ﹤0.01% 907
2025
Q3 		$328 Hold
18
– – ﹤0.01% 917
2025
Q2 		$223 Buy
+18
New +$191 ﹤0.01% 943

Other funds holding PBT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wolff Wiese Magana's PBT Position: Q2 2026 in Review

Wolff Wiese Magana held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 18 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Wolff Wiese Magana first reported a position in PBT in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

  • Wolff Wiese Magana held 18 shares of Permian Basin Royalty Trust worth $449 as of Q2 2026.
  • Wolff Wiese Magana left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
  • Permian Basin Royalty Trust made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #978 holding.
  • Wolff Wiese Magana first reported a position in Permian Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.