Allworth Financial
SJT icon

Allworth Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

Allworth Financial’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482 Sell
150
-100
-40% -$403 ﹤0.01% 4854
2026
Q1 		$1.2K Hold
250
– – ﹤0.01% 4518
2025
Q4 		$1.41K Sell
250
-38
-13% -$220 ﹤0.01% 4252
2025
Q3 		$1.74K Hold
288
– – ﹤0.01% 4072
2025
Q2 		$1.72K Sell
288
-1
-0.3% -$6 ﹤0.01% 3774
2025
Q1 		$1.7K Buy
289
+1
+0.3% +$5 ﹤0.01% 3270
2024
Q4 		$1.28K Hold
288
– – ﹤0.01% 3323
2024
Q3 		$1.06K Hold
288
– – ﹤0.01% 3198
2024
Q2 		$1.16K Buy
288
+1
+0.3% +$4 ﹤0.01% 3115
2024
Q1 		$1.52K Buy
287
+230
+404% +$1.2K ﹤0.01% 2924
2023
Q4 		$289 Sell
57
-170
-75% -$1.14K ﹤0.01% 3243
2023
Q3 		$1.57K Buy
227
+48
+27% +$346 ﹤0.01% 2657
2023
Q2 		$1.32K Buy
179
+145
+426% +$1.23K ﹤0.01% 2643
2023
Q1 		$358 Buy
34
+1
+3% +$10 ﹤0.01% 2905
2022
Q4 		$371 Buy
+33
New +$362 ﹤0.01% 2698

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allworth Financial's SJT Position: Q2 2026 in Review

Allworth Financial reduced its San Juan Basin Royalty Trust (SJT) stake by 40% in Q2 2026, selling an estimated $403 and leaving 150 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #4854.

Allworth Financial first reported a position in SJT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74K in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Allworth Financial held 150 shares of San Juan Basin Royalty Trust worth $482 as of Q2 2026.
  • Allworth Financial sold 100 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $403.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4854 holding.
  • Allworth Financial first reported a position in San Juan Basin Royalty Trust in Q4 2022 and has held it in 15 quarters since.
  • Allworth Financial's San Juan Basin Royalty Trust position peaked at $1.74K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.