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Permian Basin Royalty Trust shares owned by JNBA Financial Advisors

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

Historical chart of JNBA Financial Advisors investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Permian Basin Royalty Trust by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 579 25.04

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr 0-3 Mth Treasury (SGOV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Api Group Corp Com Stk (APG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Index Fds Large Cap Etf (VV)
AFLAC Incorporated (AFL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for JNBA Financial Advisors

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
SoftVest Advisors
MRM-Horizon Advisors
Schwartz Investment Counsel
Foundation Resource Management
Moors & Cabot
Sei Investments
Morgan Stanley
Hosking Partners
Commonwealth Equity Services
Advisory Services Network
MSRH
Wells Fargo & Company
Steel Peak Wealth Management
LPL Financial

View all funds holding Permian Basin Royalty Trust