Ashton Thomas Private Wealth’s San Juan Basin Royalty Trust SJT Stock Holding History

Ashton Thomas Private Wealth’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	$3.04M	Buy	946,043 +78,332	+9%	+$315K	0.06%	298
2026 Q1	$4.17M	Buy	867,711 +97,487	+13%	+$534K	0.1%	221
2025 Q4	$4.33M	Buy	770,224 +132,517	+21%	+$767K	0.11%	194
2025 Q3	$3.85M	Sell	637,707 -3,519	-0.5%	-$20.7K	0.1%	216
2025 Q2	$3.83M	Buy	641,226 +1,983	+0.3%	+$12K	0.14%	172
2025 Q1	$3.54M	Sell	639,243 -62,190	-9%	-$293K	0.14%	176
2024 Q4	$2.69M	Buy	+701,433	New	+$2.81M	0.1%	226
2024 Q3	–	Sell	-500	Closed	-$2.03K	–	1626
2024 Q2	$2.03K	Buy	+500	New	+$2.2K	﹤0.01%	1743

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ashton Thomas Private Wealth's SJT Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its San Juan Basin Royalty Trust (SJT) stake by 9% in Q2 2026, buying an estimated $315K and bringing the position to 946,043 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #298.

Ashton Thomas Private Wealth first reported a position in SJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.33M in Q4 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Ashton Thomas Private Wealth held 946,043 shares of San Juan Basin Royalty Trust worth $3.04M as of Q2 2026.
Ashton Thomas Private Wealth bought 78,332 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $315K.
San Juan Basin Royalty Trust made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #298 holding.
Ashton Thomas Private Wealth first reported a position in San Juan Basin Royalty Trust in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's San Juan Basin Royalty Trust position peaked at $4.33M in Q4 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.