SABINE ROYALTY TRUST - UNIT BEN INT (SBR)

CUSIP: 785688102

Q1 2026 13F Holders as of 31 Mar 2026

Share change
+395,263
SEC-reported price per share
$75.34
Number of holders
152
Value change
+$30,024,175
Number of buys
63
Number of sells
48

Security key

785688102

Report period

Q1 2026

Institutions

152

Top holders

10

Ownership snapshot

Top reported holders of SBR - SABINE ROYALTY TRUST - UNIT BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Americana Partners, LLC
Disclosed value leader
Americana Partners, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2025
13F Highest disclosed value: $18,509,306 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Americana Partners, LLC has the largest disclosed position value at $18.51M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Disclosed position value Top 5
Americana Partners, LLC $18.51M
Prospera Financial Services Inc $10.88M
KING LUTHER CAPITAL MANAGEMENT CORP $9.84M
MORGAN STANLEY $8.74M
HORIZON KINETICS ASSET MANAGEMENT... $7.51M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Americana Partners, LLC
13F
Company
13F
class O/S missing
$18,509,306
269,933 shares
31 Dec 2025
Prospera Financial Services Inc
13F
Company
13F
class O/S missing
$10,875,890
158,609 shares
31 Dec 2025
KING LUTHER CAPITAL MANAGEMENT CORP
13F
Company
13F
class O/S missing
$9,843,566
143,555 shares
31 Dec 2025
MORGAN STANLEY
13F
Company
13F
class O/S missing
$8,739,864
127,459 shares
31 Dec 2025
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$7,507,512
109,487 shares
31 Dec 2025
Beacon Pointe Advisors, LLC
13F
Company
13F
class O/S missing
$5,923,694
86,389 shares
31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
152
Shares
2,622,339
Rows available
152
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
143
Q1 2026 holders
152
Holder diff
9
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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