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BOLTON SECURITIES CORPORATION’s Sabine Royalty Trust SBR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$22.6K Buy
+300
New +$21.4K ﹤0.01% 1422
2025
Q3 		$23.8K Buy
+300
New +$21.4K ﹤0.01% 1347
2025
Q1 		$20.3K Buy
+300
New +$20K ﹤0.01% 1275

Other funds holding SBR

Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SBR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Sabine Royalty Trust (SBR) in Q1 2026: 300 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SBR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SBR in Q1 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q3 2025. 155 funds tracked by Wall St. Rank hold SBR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 300 shares of Sabine Royalty Trust worth $22.6K as of Q1 2026.
  • Sabine Royalty Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Sabine Royalty Trust made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1422 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Sabine Royalty Trust in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Sabine Royalty Trust position peaked at $23.8K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.