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Sabine Royalty Trust shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Sabine Royalty Trust (SBR) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Sabine Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Sabine Royalty Trust held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sabine Royalty Trust by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $647k 11k 61.61

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

Top funds holding Sabine Royalty Trust

Fayez Sarofim & Co
Luther King Capital Management Corporation
Horizon Kinetics Asset Management
Howard Financial Services
Morgan Stanley
Beacon Pointe Advisors
Chilton Capital Management
American National Bank
Wells Fargo & Company
Bank of America Corporation
Edge Capital Group
Prospera Financial Services
Concurrent Investment Advisors
LPL Financial
Raymond James & Associates

View all funds holding Sabine Royalty Trust