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Funds Holding SBR

On this page, we present all of the funds holding SBR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SBR, with a link to that fund's top holdings. The next columns indicate the amount of SBR stock held by each of the funds holding SBR, followed by the SBR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 111 funds holding SBR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fayez Sarofim & Co. For more details on the positions held by Fayez Sarofim & Co (or by any of the other funds holding SBR), click the fund name in the "Holder" column of the funds-holding-SBR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Fayez Sarofim & Co248,198$15,495 12/31/2023
     SBR248,198$15,495 12/31/2023
Beacon Pointe Advisors LLC198,490$13,440 12/31/2023
     SBR198,490$13,440 12/31/2023
Mirae Asset Global Investments Co. Ltd.175,711$11,173 03/31/2024
     SBR175,711$11,173 03/31/2024
King Luther Capital Management Corp150,107$10,186 12/31/2023
     SBR150,107$10,186 12/31/2023
Chilton Capital Management LLC49,772$3,370 12/31/2023
     SBR49,772$3,370 12/31/2023
Bank of America Corp DE44,905$3,047 12/31/2023
     SBR44,905$3,047 12/31/2023
Morgan Stanley40,083$2,720 12/31/2023
     SBR40,083$2,720 12/31/2023
Significant Wealth Partners LLC39,090$2,647 12/31/2023
     SBR39,090$2,647 12/31/2023
Horizon Kinetics Asset Management LLC34,663$2,352 12/31/2023
     SBR34,663$2,352 12/31/2023
American National Bank36,185$2,301 03/31/2024
     SBR36,185$2,301 03/31/2024
Koshinski Asset Management Inc.33,085$2,240 12/31/2023
     SBR33,085$2,240 12/31/2023
Edge Capital Group LLC31,115$2,111 12/31/2023
     SBR31,115$2,111 12/31/2023
Two Sigma Investments LP29,630$2,011 12/31/2023
     SBR29,630$2,011 12/31/2023
Wells Fargo & Company MN28,674$1,946 12/31/2023
     SBR28,674$1,946 12/31/2023
Mraz Amerine & Associates Inc.28,312$1,917 12/31/2023
     SBR28,312$1,917 12/31/2023
Capital Analysts LLC26,117$1,772 12/31/2023
     SBR26,117$1,772 12/31/2023
Raymond James & Associates25,839$1,643 03/31/2024
     SBR25,839$1,643 03/31/2024
Advisor Group Holdings Inc.24,052$1,632 12/31/2023
     SBR24,052$1,632 12/31/2023
Howard Financial Services LTD.25,745$1,627 03/31/2024
     SBR25,745$1,627 03/31/2024
Ronald Blue Trust Inc.24,992$1,589 03/31/2024
     SBR24,992$1,589 03/31/2024
VeraBank N.A.24,024$1,528 03/31/2024
     SBR24,024$1,528 03/31/2024
Peapack Gladstone Financial Corp22,482$1,526 12/31/2023
     SBR22,482$1,526 12/31/2023
Commonwealth Equity Services LLC21,918$1,394 03/31/2024
     SBR21,918$1,394 03/31/2024
LPL Financial LLC20,466$1,389 12/31/2023
     SBR20,466$1,389 12/31/2023
Prospera Financial Services Inc19,665$1,334 12/31/2023
     SBR19,665$1,334 12/31/2023
Qube Research & Technologies Ltd18,833$1,278 12/31/2023
     SBR18,833$1,278 12/31/2023
Mercer Global Advisors Inc. ADV17,927$1,214 12/31/2023
     SBR17,927$1,214 12/31/2023
CI Private Wealth LLC17,893$1,214 12/31/2023
     SBR17,893$1,214 12/31/2023
Bramshill Investments LLC17,477$1,186 12/31/2023
     SBR17,477$1,186 12/31/2023
Creative Planning15,680$1,062 12/31/2023
     SBR15,680$1,062 12/31/2023
UBS Group AG15,231$1,034 12/31/2023
     SBR15,231$1,034 12/31/2023
Manhattan West Asset Management LLC15,262$1,033 12/31/2023
     SBR15,262$1,033 12/31/2023
PFG Advisors14,796$1,002 12/31/2023
     SBR14,796$1,002 12/31/2023
Transcend Wealth Collective LLC14,492$922 03/31/2024
     SBR14,492$922 03/31/2024
Mcdaniel Terry & Co.14,000$890 03/31/2024
     SBR14,000$890 03/31/2024
Captrust Financial Advisors13,017$882 12/31/2023
     SBR13,017$882 12/31/2023
Capital Investment Advisors LLC13,800$873 03/31/2024
     SBR13,800$873 03/31/2024
Exencial Wealth Advisors LLC12,007$813 12/31/2023
     SBR12,007$813 12/31/2023
Stifel Financial Corp11,889$807 12/31/2023
     SBR11,889$807 12/31/2023
AMG National Trust Bank12,680$804 03/31/2024
     SBR12,680$804 03/31/2024
Motco11,600$787 12/31/2023
     SBR11,600$787 12/31/2023
Moors & Cabot Inc.11,567$785 12/31/2023
     SBR11,567$785 12/31/2023
Essex Financial Services Inc.11,957$760 03/31/2024
     SBR11,957$760 03/31/2024
Fielder Capital Group LLC11,733$746 03/31/2024
     SBR11,733$746 03/31/2024
Verdence Capital Advisors LLC11,600$738 03/31/2024
     SBR11,600$738 03/31/2024
Hilltop Holdings Inc.10,100$685 12/31/2023
     SBR10,100$685 12/31/2023
BOKF NA10,000$679 12/31/2023
     SBR10,000$679 12/31/2023
Burford Brothers Inc.10,000$677 12/31/2023
     SBR10,000$677 12/31/2023
Adviser Investments LLC10,215$650 03/31/2024
     SBR10,215$650 03/31/2024
Franklin Street Advisors Inc. NC10,081$641 03/31/2024
     SBR10,081$641 03/31/2024
Envestnet Asset Management Inc.9,330$632 12/31/2023
     SBR9,330$632 12/31/2023
Chilton Investment Co. LLC9,067$615 12/31/2023
     SBR9,067$615 12/31/2023
HighTower Advisors LLC9,558$606 03/31/2024
     SBR9,558$606 03/31/2024
Greylin Investment Mangement Inc.9,100$575 03/31/2024
     SBR9,100$575 03/31/2024
Brown Advisory Inc.9,000$572 03/31/2024
     SBR9,000$572 03/31/2024
Summit Trail Advisors LLC8,500$541 03/31/2024
     SBR8,500$541 03/31/2024
Kovitz Investment Group Partners LLC7,032$476 12/31/2023
     SBR7,032$476 12/31/2023
Carnegie Capital Asset Management LLC7,300$464 03/31/2024
     SBR7,300$464 03/31/2024
Private Trust Co. NA6,800$432 03/31/2024
     SBR6,800$432 03/31/2024
Holderness Investments Co.6,000$406 12/31/2023
     SBR6,000$406 12/31/2023
Fairfield Bush & CO.5,828$395 12/31/2023
     SBR5,828$395 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,116$385 03/31/2024
     SBR6,116$385 03/31/2024
Custos Family Office LLC5,564$378 12/31/2023
     SBR5,564$378 12/31/2023
LGT Financial Advisors LLC5,560$354 03/31/2024
     SBR5,560$354 03/31/2024
Westwood Holdings Group Inc.5,183$351 12/31/2023
     SBR5,183$351 12/31/2023
Argent Trust Co4,977$338 12/31/2023
     SBR4,977$338 12/31/2023
State Street Corp4,775$324 12/31/2023
     SBR4,775$324 12/31/2023
Tyche Wealth Partners LLC5,083$323 03/31/2024
     SBR5,083$323 03/31/2024
Invesco Ltd.4,706$319 12/31/2023
     SBR4,706$319 12/31/2023
Monticello Wealth Management LLC4,765$303 03/31/2024
     SBR4,765$303 03/31/2024
TCG Advisory Services LLC4,370$296 12/31/2023
     SBR4,370$296 12/31/2023
Citadel Advisors LLC4,289$291 12/31/2023
     SBR4,289$291 12/31/2023
Atria Wealth Solutions Inc.4,115$279 12/31/2023
     SBR4,115$279 12/31/2023
Cambridge Investment Research Advisors Inc.4,165$265 03/31/2024
     SBR4,165$265 03/31/2024
Oxbow Advisors LLC4,141$262 03/31/2024
     SBR4,141$262 03/31/2024
Pathstone Holdings LLC3,617$245 12/31/2023
     SBR3,617$245 12/31/2023
Cetera Advisor Networks LLC3,585$243 12/31/2023
     SBR3,585$243 12/31/2023
Wealth Enhancement Advisory Services LLC3,811$241 03/31/2024
     SBR3,811$241 03/31/2024
State of Wyoming3,508$238 12/31/2023
     SBR3,508$238 12/31/2023
Islay Capital Management LLC3,500$237 12/31/2023
     SBR3,500$237 12/31/2023
Regions Financial Corp3,539$225 03/31/2024
     SBR3,539$225 03/31/2024
Ackerman Capital Advisors LLC3,417$216 03/31/2024
     SBR3,417$216 03/31/2024
Virtus ETF Advisers LLC3,151$214 12/31/2023
     SBR3,151$214 12/31/2023
Buckingham Strategic Partners3,058$208 12/31/2023
     SBR3,058$208 12/31/2023
Perritt Capital Management Inc.2,567$174 12/31/2023
     SBR2,567$174 12/31/2023
The PNC Financial Services Group Inc.2,234$152 12/31/2023
     SBR2,234$152 12/31/2023
Creekmur Asset Management LLC2,173$147 12/31/2023
     SBR2,173$147 12/31/2023
Lazard Asset Management LLC1,796$121 12/31/2023
     SBR1,796$121 12/31/2023
Royal Bank of Canada1,054$71 12/31/2023
     SBR1,054$71 12/31/2023
US Bancorp DE1,000$68 12/31/2023
     SBR1,000$68 12/31/2023
Tucker Asset Management LLC1,000$68 12/31/2023
     SBR1,000$68 12/31/2023
Citizens National Bank Trust Department1,000$64 03/31/2024
     SBR1,000$64 03/31/2024
JPMorgan Chase & Co.758$51 12/31/2023
     SBR758$51 12/31/2023
Sunbelt Securities Inc.600$38 03/31/2024
     SBR600$38 03/31/2024
GWM Advisors LLC540$37 12/31/2023
     SBR540$37 12/31/2023
First Manhattan Co.500$34 12/31/2023
     SBR500$34 12/31/2023
Geneos Wealth Management Inc.515$33 03/31/2024
     SBR515$33 03/31/2024
Huntington National Bank500$32 03/31/2024
     SBR500$32 03/31/2024
Steward Partners Investment Advisory LLC430$29 12/31/2023
     SBR430$29 12/31/2023
Venturi Wealth Management LLC399$25 03/31/2024
     SBR399$25 03/31/2024
Allworth Financial LP286$18 03/31/2024
     SBR286$18 03/31/2024
CWM LLC215$14 03/31/2024
     SBR215$14 03/31/2024
Proequities Inc.180$11 03/31/2024
     SBR180$11 03/31/2024
Tower Research Capital LLC TRC 116$8 12/31/2023
     SBR116$8 12/31/2023
PSI Advisors LLC75$5 03/31/2024
     SBR75$5 03/31/2024
SJS Investment Consulting Inc.75$5 03/31/2024
     SBR75$5 03/31/2024
Harbour Investments Inc.77$5 12/31/2023
     SBR77$5 12/31/2023
UMB Bank N A MO45$3 03/31/2024
     SBR45$3 03/31/2024
Sound Income Strategies LLC50$3 03/31/2024
     SBR50$3 03/31/2024
Principal Securities Inc.23$2 12/31/2023
     SBR23$2 12/31/2023
Russell Investments Group Ltd.10$1 12/31/2023
     SBR10$1 12/31/2023
Farther Finance Advisors LLC22$1 12/31/2023
     SBR22$1 12/31/2023

See Summary: Institutional Holders of SBR
See Details: Top 10 Hedge Funds Holding SBR
Also See: SBR Holdings Changes

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