AmeriFlex Group’s San Juan Basin Royalty Trust SJT Stock Holding History

AmeriFlex Group’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	$11.6K	Sell	3,600 -1,500	-29%	-$6.04K	﹤0.01%	819
2026 Q1	$24.5K	Hold	5,100	–	–	0.01%	568
2025 Q4	$28.7K	Sell	5,100 -1,900	-27%	-$11K	0.01%	532
2025 Q3	$42.3K	Buy	+7,000	New	+$41.2K	0.02%	483
2025 Q2	–	Sell	-47,050	Closed	-$260K	–	1258
2025 Q1	$260K	Sell	47,050 -7,100	-13%	-$33.5K	0.11%	195
2024 Q4	$226K	Buy	+54,150	New	+$217K	0.1%	185

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AmeriFlex Group's SJT Position: Q2 2026 in Review

AmeriFlex Group reduced its San Juan Basin Royalty Trust (SJT) stake by 29% in Q2 2026, selling an estimated $6.04K and leaving 3,600 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

AmeriFlex Group first reported a position in SJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q1 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

AmeriFlex Group held 3,600 shares of San Juan Basin Royalty Trust worth $11.6K as of Q2 2026.
AmeriFlex Group sold 1,500 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $6.04K.
San Juan Basin Royalty Trust made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #819 holding.
AmeriFlex Group first reported a position in San Juan Basin Royalty Trust in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's San Juan Basin Royalty Trust position peaked at $260K in Q1 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.