Anfield Capital Management, LLC PBT PERMIAN BASIN RTY TR

Ownership history in Anfield Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Anfield Capital Management, LLC reported PERMIAN BASIN RTY TR (PBT) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows PBT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anfield Capital Management, LLC's position in PERMIAN BASIN RTY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PBT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anfield Capital Management, LLC held PBT — position size vs. price
% of Fund (quarterly)    PBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 7 0% 0.00% $128 2025-11-12 $19.39
2025 Q2 UNCHANGED 7 0% 0.00% $87 2025-08-11 $16.16
2025 Q1 UNCHANGED 7 0% 0.00% $69 2025-05-13 $10.33
2024 Q4 UNCHANGED 7 0% 0.00% $77 2025-02-05 $10.78
2024 Q3 UNCHANGED 7 0% 0.00% $83 2024-11-08 $11.25
2024 Q2 UNCHANGED 7 0% 0.00% $79 2024-07-31 $10.90
2024 Q1 INITIATED 7 0.00% $85 2024-05-09 $11.75

FAQ About Anfield Capital Management, LLC and PBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anfield Capital Management, LLC reported owning PBT?

Anfield Capital Management, LLC reported PBT across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PBT position in Anfield Capital Management, LLC's portfolio?

The largest reported portfolio weight for PBT was 0.00% in 2024 Q1.

What is the latest reported PBT position on this page?

The most recent filing on this page is 2025 Q3, when Anfield Capital Management, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $128.

What does the chart on this PBT ownership page compare?

The chart compares Anfield Capital Management, LLC's quarterly PBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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