SABINE ROYALTY TRUST - UNIT BEN INT (SBR)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / UNIT BEN INT
Total 13F shares
212,523
Share change
+6,424
Total reported value
$14,565,062
Price per share
$68.57
Number of holders
18
Value change
+$381,718
Number of buys
7
Number of sells
2

Institutional Holders of SABINE ROYALTY TRUST - UNIT BEN INT (SBR) as of Q4 2025

As of 31 Dec 2025, SABINE ROYALTY TRUST - UNIT BEN INT (SBR) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 212,523 shares. The largest 10 holders included HOWARD FINANCIAL SERVICES, LTD., MOODY NATIONAL BANK TRUST DIVISION, Blue Trust, Inc., BWM Planning, LLC, Sendero Wealth Management, LLC, Capital Investment Advisors, LLC, FRANKLIN STREET ADVISORS INC /NC, M.E. ALLISON & CO., INC., TrueMark Investments, LLC, and 1900 WEALTH MANAGEMENT LLC. This page lists 18 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.