Ameriprise
SJT

Ameriprise’s San Juan Basin Royalty Trust SJT Stock Holding History

Ameriprise’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
2025
Q2 		– Sell
-20,464
Closed -$113K – 4114
2025
Q1 		$113K Hold
20,464
– – ﹤0.01% 3867
2024
Q4 		$78.4K Sell
20,464
-500
-2% -$2K ﹤0.01% 3978
2024
Q3 		$77.6K Buy
+20,964
New +$78.4K ﹤0.01% 3860
2024
Q2 		– Sell
-10,459
Closed -$55.3K – 3933
2024
Q1 		$55.3K Sell
10,459
-203
-2% -$1.06K ﹤0.01% 3811
2023
Q4 		$54.2K Sell
10,662
-197
-2% -$1.32K ﹤0.01% 3850
2023
Q3 		$75.3K Buy
10,859
+400
+4% +$2.88K ﹤0.01% 3817
2023
Q2 		$77.7K Sell
10,459
-5,984
-36% -$50.8K ﹤0.01% 3841
2023
Q1 		$165K Buy
16,443
+3,997
+32% +$41.5K ﹤0.01% 3768
2022
Q4 		$142K Buy
12,446
+877
+8% +$9.62K ﹤0.01% 3764
2022
Q3 		$109K Buy
+11,569
New +$136K ﹤0.01% 3813
2015
Q2 		– Sell
-14,966
Closed -$179K – 4067
2015
Q1 		$179K Buy
14,966
+453
+3% +$6.27K ﹤0.01% 3614
2014
Q4 		$207K Buy
14,513
+11,023
+316% +$187K ﹤0.01% 3489
2014
Q3 		$66K Sell
3,490
-535
-13% -$9.97K ﹤0.01% 3870
2014
Q2 		$78K Buy
4,025
+3,255
+423% +$61.2K ﹤0.01% 3697
2014
Q1 		$14K Buy
770
+220
+40% +$3.82K ﹤0.01% 4379
2013
Q4 		$9K Hold
550
– – ﹤0.01% 4426
2013
Q3 		$9K Hold
550
– – ﹤0.01% 4978
2013
Q2 		$9K Buy
+550
New +$8.49K ﹤0.01% 4865

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's SJT Position: Q2 2025 in Review

Ameriprise sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 20,464 shares — an estimated $113K sold.

Ameriprise first reported a position in SJT in Q2 2013 and held it in 18 quarters. The position peaked at $207K in Q4 2014. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • Ameriprise reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 20,464 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $113K.
  • Ameriprise first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 18 quarters.
  • Ameriprise's San Juan Basin Royalty Trust position peaked at $207K in Q4 2014.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.