Sabine Royalty Trust
SBR- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000710752
No open-market purchases or sales by Sabine Royalty Trust insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $193.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Sabine Royalty Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 149
- −2 vs. Q1 2026
- Shares held
- 2.65M
- +44.3K (+1.7%) vs. Q1 2026
- Total value
- $193.9M
- −$2.06M (−1.1%) vs. Q1 2026
- New holders
- 14
- 43 more added
- Sold out
- 16
- 29 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $193.9M |
| Q1 2026 | 155 | $197.8M |
| Q4 2025 | 144 | $151.5M |
| Q3 2025 | 148 | $177.6M |
| Q2 2025 | 137 | $131.5M |
| Q1 2025 | 128 | $129.4M |
| Q4 2024 | 129 | $125.5M |
| Q3 2024 | 129 | $115.1M |
| Q2 2024 | 123 | $112.5M |
| Q1 2024 | 113 | $129.7M |
| Q4 2023 | 113 | $121.4M |
| Q3 2023 | 121 | $120.1M |
| Q2 2023 | 123 | $126.0M |
| Q1 2023 | 129 | $155.4M |
| Q4 2022 | 124 | $171.9M |
| Q3 2022 | 108 | $129.8M |
| Q2 2022 | 104 | $125.4M |
| Q1 2022 | 93 | $104.5M |
| Q4 2021 | 81 | $61.5M |
| Q3 2021 | 77 | $72.2M |
| Q2 2021 | 78 | $64.7M |
| Q1 2021 | 74 | $50.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sabine Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ackerman Capital Advisors, LLC | 3,417 | $250.1K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,387 | $247.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,308 | $242.1K | 0.00% | +3,308 | New |
| Buckingham Strategic Partners | 3,058 | $223.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,000 | $219.6K | 0.00% | 00.0% | Unchanged |
| Artesa Financial Group, LLC | 2,847 | $208.4K | 0.18% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,777 | $130.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,613 | $118.1K | 0.00% | +331+25.8% | Added |
| Bryn Mawr Trust Co | 1,500 | $109.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,437 | $105.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,393 | $102.0K | 0.00% | −2,101−60.1% | Reduced |
| BankPlus Trust Department | 1,360 | $99.6K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,329 | $96.6K | 0.00% | −14,793−91.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,314 | $96.2K | 0.00% | −2,010−60.5% | Reduced |
| GWM Advisors LLC | 1,040 | $76.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $73.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $73.2K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,000 | $73.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 912 | $66.7K | 0.00% | +47+5.4% | Added |
| SHP Wealth Management | 836 | $61.2K | 0.00% | +15+1.8% | Added |
| Citigroup Inc | 787 | $57.6K | 0.00% | +181+29.9% | Added |
| Signature Resources Capital Management, LLC | 600 | $43.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $36.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 483 | $35.4K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 427 | $31.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 425 | $31.1K | 0.00% | +425 | New |
| WealthCollab, LLC | 413 | $30.2K | 0.01% | −88−17.6% | Reduced |
| Allworth Financial LP | 386 | $28.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $22.0K | 0.00% | +300 | New |
| Rockefeller Capital Management L.P. | 228 | $16.7K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 226 | $16.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $14.6K | 0.01% | +200 | New |
| Federation des caisses Desjardins du Quebec | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 120 | $8.78K | 0.00% | +112+1,400.0% | Added |
| DHJJ Financial Advisors, Ltd. | 116 | $8.52K | 0.00% | +2+1.8% | Added |
| FMR LLC | 97 | $7.10K | 0.00% | −98−50.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 85 | $6.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $5.49K | 0.00% | +71+1,775.0% | Added |
| Global Retirement Partners, LLC | 53 | $3.88K | 0.00% | +53 | New |
| Umb Bank N A | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 36 | $2.63K | 0.00% | +8+28.6% | Added |
| Aventura Private Wealth, LLC | 34 | $2.49K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 26 | $1.90K | 0.00% | −1−3.7% | Reduced |
| Assetmark, Inc | 13 | $952 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10 | $732 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $146 | 0.00% | −1−33.3% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $73 | 0.00% | +1 | New |
| Decker Retirement Planning Inc. | 0 | $25 | 0.00% | 0 | Unchanged |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −8,171−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Retiremitten Financial LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |