SBR
SABINE ROYALTY TRUST
$74.79
-0.40%
$1.1B
No data for this timeframe.
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Inst. Holders40 funds
Inst. Value$79.1M
Inst. Activity5 buys / 3 sells
SEC Reports3
Recent Activity
Jun 5, 2026
SEC
Sabine Royalty Trust declared its monthly cash distribution of $0.502990 per unit for June 2026, reflecting higher oil a
8-K — Impact 3/10
May 7, 2026
earnings_calendar
SBR Q1 2026 Earnings Scheduled — 2026-05-07
May 5, 2026
SEC
Sabine Royalty Trust announced a monthly cash distribution of $0.497900 per unit for May 2026, reflecting preliminary oi
8-K — Impact 3/10
Apr 21, 2026
SEC
Sabine Royalty Trust declared a monthly cash distribution of $0.324970 per unit for April 2026, reflecting higher oil an
8-K — Impact 3/10
Inst.
Beacon Pointe Advisors, LLC — DOUBLED
221,967 shares ($16.6M)
Inst.
BANK OF AMERICA CORP — TRIM
25,333 shares ($1.9M)
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Beacon Pointe Advisors, LLC | $16.6M | DOUBLED |
| KING LUTHER CAPITAL MANAGEMENT | $10.8M | — |
| MORGAN STANLEY | $10.2M | ADD |
| HORIZON KINETICS ASSET MANAGEMENT | $8.4M | — |
| FAYEZ SAROFIM & CO | $6.1M | TRIM |
40 institutional holders with $79.1M total value (1,069,285 shares) as of 2026-Q1. Top holders: Beacon, KING, MORGAN. Net buying activity: 5 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 221,967 | $16.6M | 21.0% | DOUBLED +156.9% |
| 2 | KING LUTHER CAPITAL MANAGEMENT CORP | 143,555 | $10.8M | 13.7% | — |
| 3 | MORGAN STANLEY | 135,264 | $10.2M | 12.9% | ADD +74.2% |
| 4 | HORIZON KINETICS ASSET MANAGEMENT LLC | 111,150 | $8.4M | 10.6% | — |
| 5 | FAYEZ SAROFIM & CO | 81,346 | $6.1M | 7.7% | TRIM -39.3% |
| 6 | MARSHALL WACE, LLP | 58,843 | $4.4M | 5.6% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 49,361 | $3.7M | 4.7% | TRIM -65.5% |
| 8 | CITADEL ADVISORS LLC | 34,795 | $2.6M | 3.3% | ADD +80.7% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 31,516 | $2.4M | 3.0% | TRIM -32.1% |
| 10 | BANK OF AMERICA CORP /DE/ | 25,333 | $1.9M | 2.4% | TRIM -31.1% |
| 11 | Concurrent Investment Advisors, LLC | 23,481 | $1.8M | 2.2% | DOUBLED +491.9% |
| 12 | LAZARD ASSET MANAGEMENT LLC | 17,289 | $1.3M | 1.6% | ADD +34.8% |
| 13 | STIFEL FINANCIAL CORP | 15,423 | $1.2M | 1.5% | — |
| 14 | RAYMOND JAMES FINANCIAL INC | 14,888 | $1.1M | 1.4% | TRIM -45.2% |
| 15 | BlackRock, Inc. | 11,618 | $875.3K | 1.1% | ADD +95.6% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10,268 | $773.6K | 1.0% | — |
| 17 | CANADA PENSION PLAN INVESTMENT BOARD | 8,000 | $602.7K | 0.8% | — |
| 18 | &PARTNERS | 8,171 | $585.3K | 0.7% | TRIM -41.8% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 7,682 | $578.8K | 0.7% | ADD +44.2% |
| 20 | STATE STREET CORP | 5,901 | $444.6K | 0.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | DOUBLED | 86,389 | 221,967 | +156.9% | $16.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 36,771 | 25,333 | -31.1% | $1.9M | 2026-Q1 |
| BlackRock, Inc. | ADD | 5,940 | 11,618 | +95.6% | $875.3K | 2026-Q1 |
| &PARTNERS | TRIM | 14,028 | 8,171 | -41.8% | $585.3K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 5,328 | 7,682 | +44.2% | $578.8K | 2026-Q1 |
| State of Tennessee, Department of Treasury | DOUBLED | 2,551 | 5,345 | +109.5% | $402.7K | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 6,945 | 3,982 | -42.7% | $300.0K | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 826 | 1,282 | +55.2% | $96.6K | 2026-Q1 |
| FAYEZ SAROFIM & CO | TRIM | 134,038 | 81,346 | -39.3% | $5.6M | 2025-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 47,478 | 32,249 | -32.1% | $2.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 73,515 | 25,378 | -65.5% | $1.7M | 2025-Q4 |
| BlackRock, Inc. | DOUBLED | 50 | 5,940 | +11780.0% | $407.3K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 10,210 | 3,546 | -65.3% | $243.1K | 2025-Q4 |
| State of Tennessee, Department of Treasury | TRIM | 4,821 | 2,551 | -47.1% | $182.0K | 2025-Q4 |
| FIFTH THIRD BANCORP | ADD | 659 | 826 | +25.3% | $56.6K | 2025-Q4 |
| Allworth Financial LP | TRIM | 586 | 386 | -34.1% | $26.5K | 2025-Q4 |
| FMR LLC | TRIM | 331 | 245 | -26.0% | $16.8K | 2025-Q4 |
| Beacon Pointe Advisors, LLC | TRIM | 195,894 | 85,584 | -56.3% | $6.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 56,130 | 73,515 | +31.0% | $5.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 28,496 | 40,023 | +40.5% | $3.2M | 2025-Q3 |
| UBS Group AG | ADD | 14,037 | 18,603 | +32.5% | $1.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 16,710 | 10,210 | -38.9% | $811.3K | 2025-Q3 |
| FIFTH THIRD BANCORP | ADD | 355 | 659 | +85.6% | $52.4K | 2025-Q3 |
| Allworth Financial LP | ADD | 386 | 586 | +51.8% | $46.6K | 2025-Q3 |
| FMR LLC | DOUBLED | 160 | 331 | +106.9% | $26.3K | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.0/10.
NEUTRAL
8-K
3/10
Sabine Royalty Trust declared its monthly cash distribution of $0.502990 per unit for June 2026, ref
Jun 5, 2026
NEUTRAL
8-K
3/10
Sabine Royalty Trust announced a monthly cash distribution of $0.497900 per unit for May 2026, refle
May 5, 2026
NEUTRAL
8-K
3/10
Sabine Royalty Trust declared a monthly cash distribution of $0.324970 per unit for April 2026, refl
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
SBR Q1 2026 Earnings Scheduled — 2026-05-07
Feb 25, 2026
earnings_calendar
SBR Q4 2025 Earnings Scheduled — 2026-02-25