AG
SJT

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
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 $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

AmeriFlex Group's SJT Position: Q1 2026 in Review

AmeriFlex Group held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 5,100 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #568.

AmeriFlex Group first reported a position in SJT in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q1 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • AmeriFlex Group held 5,100 shares of San Juan Basin Royalty Trust worth $24.5K as of Q1 2026.
  • AmeriFlex Group left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #568 holding.
  • AmeriFlex Group first reported a position in San Juan Basin Royalty Trust in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's San Juan Basin Royalty Trust position peaked at $260K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.