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Permian Basin Royalty Trust shares owned by Alerus Financial

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Alerus Financial from 13F filings

Historical chart of Alerus Financial investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Alerus Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Alerus Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 1.0k 18.25
2025-06-30 $13k 1.0k 12.46

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Top funds holding Permian Basin Royalty Trust

SoftVest Advisors
Horizon Kinetics Asset Management
Schwartz Investment Counsel
MRM-Horizon Advisors
Jane Street
Foundation Resource Management
Citadel Advisors
Moors & Cabot
Susquehanna International
Hosking Partners
Morgan Stanley
Commonwealth Equity Services
Advisory Services Network
Wells Fargo & Company
LPL Financial

View all funds holding Permian Basin Royalty Trust