Question 1

How many shares of PBT does CAPTRUST FINANCIAL ADVISORS own?

Accepted Answer

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 26,892 shares of PBT (PERMIAN BASIN RTY TR).

Question 2

What is CAPTRUST FINANCIAL ADVISORS's PBT position worth?

Accepted Answer

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's PBT position is worth $673,376.

Question 3

When did CAPTRUST FINANCIAL ADVISORS first buy PBT?

Accepted Answer

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in PBT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	26,892	0.0%	$673,376	0.0%	$25.00	0
2026-Q1	Decreased	26,892	-9.0%	$578,715	0.0%	$21.42	0
2025-Q4	Decreased	29,542	-0.5%	$501,567	0.0%	$16.84	0
2025-Q3	Increased	29,682	+3.5%	$541,741	0.0%	$18.05	25
2025-Q2	Unchanged	28,682	0.0%	$357,302	0.0%	$12.22	0
2025-Q1	Unchanged	28,682	0.0%	$284,133	0.0%	$9.67	0
2024-Q4	Unchanged	28,682	0.0%	$317,636	0.0%	$10.76	0
2024-Q3	Increased	28,682	0.0%	$340,972	0.0%	$11.47	23