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BEACON FINANCIAL GROUP SBR Position History
Sabine Royalty Trust
Quarters held
4
Latest value
$363K
Q3 2026
Peak value
$394K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $360K |
| Q1 2026 | $394K |
| Q2 2026 | $385K |
| Q3 2026 | $363K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $363K | 5.3K | — | — |
| Q2 2026 | $385K | 5.3K | — | — |
| Q1 2026 | $394K | 5.3K | — | — |
| Q4 2025 | $360K | 5.3K | — | — |
Other funds holding SBR
$21.6M
$20.9M
$20.5M
$18.5M
$7.6M
$5.8M
Other BEACON FINANCIAL GROUP positions
BTCW
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BTCW
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BTCW
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ETHA
$51.4MISHARES CORE S&P 500 ETF
BTCW
$50.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETHA
$48.4MISHARES CORE S&P 500 ETF
VGES
$33.1MVANGUARD MORNINGSTAR GROWTH ETF
VGES
$31.4MVANGUARD GROWTH INDEX FUND ETF SHARES