Permian Basin Royalty Trust shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Permian Basin Royalty Trust
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Quarterly reported holdings in Permian Basin Royalty Trust by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 20k | 18.38 |
| 2025-06-30 | $214k | 17k | 12.46 |
| 2025-03-31 | $139k | 14k | 9.91 |
| 2024-12-31 | $128k | 12k | 10.99 |
| 2024-09-30 | $120k | 10k | 11.89 |
| 2023-09-30 | $374k | 18k | 21.25 |
| 2021-06-30 | $126k | 23k | 5.61 |
| 2021-03-31 | $87k | 22k | 3.99 |
| 2020-12-31 | $69k | 21k | 3.33 |
| 2014-09-30 | $3.0k | 250 | 12.00 |
| 2014-06-30 | $18k | 1.3k | 14.40 |
| 2014-03-31 | $3.0k | 265 | 11.32 |
| 2013-12-31 | $3.0k | 265 | 11.32 |
| 2013-09-30 | $0 | 15 | 0.00 |
| 2012-06-30 | $0 | 15 | 0.00 |
| 2011-06-30 | $960k | 44k | 21.63 |
| 2011-03-31 | $957k | 44k | 21.81 |