Permian Basin Royalty Trust — Institutional Ownership
Which tracked institutions hold PBT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
2
Funds holding
$555717
Total value held
Buying
2 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | $426841 | 19835 | +150 | +0.76% |
| 2 | Atlantic Union Bankshares Corp | $128876 | 7591 | +9 | +0.12% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.