Bank of America
SJT

Bank of America’s San Juan Basin Royalty Trust SJT Stock Holding History

Bank of America’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 		$217K Hold
45,080
– – ﹤0.01% 5324
2025
Q4 		$253K Sell
45,080
-1,562
-3% -$9.05K ﹤0.01% 5226
2025
Q3 		$282K Buy
46,642
+128
+0.3% +$753 ﹤0.01% 6114
2025
Q2 		$278K Sell
46,514
-1,803
-4% -$10.9K ﹤0.01% 6026
2025
Q1 		$267K Sell
48,317
-56,085
-54% -$264K ﹤0.01% 6017
2024
Q4 		$400K Buy
104,402
+47,615
+84% +$190K ﹤0.01% 5704
2024
Q3 		$210K Buy
56,787
+4,700
+9% +$17.6K ﹤0.01% 5978
2024
Q2 		$211K Sell
52,087
-18,227
-26% -$80.1K ﹤0.01% 5851
2024
Q1 		$372K Buy
70,314
+14,598
+26% +$76K ﹤0.01% 5528
2023
Q4 		$283K Buy
55,716
+484
+0.9% +$3.23K ﹤0.01% 5876
2023
Q3 		$383K Sell
55,232
-3,030
-5% -$21.8K ﹤0.01% 5504
2023
Q2 		$433K Sell
58,262
-669
-1% -$5.67K ﹤0.01% 5369
2023
Q1 		$620K Sell
58,931
-9,415
-14% -$97.8K ﹤0.01% 5229
2022
Q4 		$781K Sell
68,346
-5,644
-8% -$61.9K ﹤0.01% 5047
2022
Q3 		$696K Sell
73,990
-40,032
-35% -$471K ﹤0.01% 5144
2022
Q2 		$990K Buy
114,022
+37,100
+48% +$403K ﹤0.01% 4920
2022
Q1 		$674K Sell
76,922
-14,525
-16% -$102K ﹤0.01% 5592
2021
Q4 		$557K Sell
91,447
-7,800
-8% -$48.9K ﹤0.01% 5772
2021
Q3 		$503K Sell
99,247
-7,625
-7% -$36.9K ﹤0.01% 5633
2021
Q2 		$549K Sell
106,872
-13,016
-11% -$65.3K ﹤0.01% 5352
2021
Q1 		$475K Sell
119,888
-9,284
-7% -$35.1K ﹤0.01% 5412
2020
Q4 		$345K Sell
129,172
-7,362
-5% -$22.8K ﹤0.01% 5256
2020
Q3 		$342K Sell
136,534
-5,000
-4% -$12.8K ﹤0.01% 4979
2020
Q2 		$322K Sell
141,534
-1,869
-1% -$4.7K ﹤0.01% 4947
2020
Q1 		$301K Sell
143,403
-26,366
-16% -$62.4K ﹤0.01% 4849
2019
Q4 		$431K Buy
169,769
+87,755
+107% +$222K ﹤0.01% 5115
2019
Q3 		$248K Sell
82,014
-3,410
-4% -$9.83K ﹤0.01% 5531
2019
Q2 		$327K Sell
85,424
-6,641
-7% -$29.4K ﹤0.01% 5349
2019
Q1 		$494K Sell
92,065
-25,665
-22% -$128K ﹤0.01% 5025
2018
Q4 		$565K Sell
117,730
-25,176
-18% -$133K ﹤0.01% 4851
2018
Q3 		$709K Buy
142,906
+8,762
+7% +$50.2K ﹤0.01% 4720
2018
Q2 		$777K Buy
134,144
+22,880
+21% +$154K ﹤0.01% 4637
2018
Q1 		$879K Sell
111,264
-18,344
-14% -$163K ﹤0.01% 4472
2017
Q4 		$1.07M Sell
129,608
-58,041
-31% -$458K ﹤0.01% 4450
2017
Q3 		$1.47M Sell
187,649
-32,915
-15% -$231K ﹤0.01% 4238
2017
Q2 		$1.5M Buy
220,564
+12,698
+6% +$91.9K ﹤0.01% 4129
2017
Q1 		$1.5M Sell
207,866
-14,390
-6% -$100K ﹤0.01% 4119
2016
Q4 		$1.47M Sell
222,256
-10,274
-4% -$64.7K ﹤0.01% 4027
2016
Q3 		$1.37M Buy
232,530
+51,135
+28% +$321K ﹤0.01% 3931
2016
Q2 		$1.32M Sell
181,395
-10,622
-6% -$68.6K ﹤0.01% 3965
2016
Q1 		$989K Sell
192,017
-190,439
-50% -$923K ﹤0.01% 4119
2015
Q4 		$1.58M Sell
382,456
-148,077
-28% -$982K ﹤0.01% 4006
2015
Q3 		$5.02M Sell
530,533
-6,848
-1% -$71.1K ﹤0.01% 2882
2015
Q2 		$5.77M Buy
537,381
+6,519
+1% +$72.3K ﹤0.01% 2452
2015
Q1 		$6.35M Buy
530,862
+19,234
+4% +$266K ﹤0.01% 2251
2014
Q4 		$7.29M Buy
511,628
+18,820
+4% +$319K ﹤0.01% 2209
2014
Q3 		$9.36M Sell
492,808
-185,537
-27% -$3.46M ﹤0.01% 2001
2014
Q2 		$13.1M Sell
678,345
-68,213
-9% -$1.28M ﹤0.01% 1711
2014
Q1 		$13.2M Sell
746,558
-417,252
-36% -$7.24M ﹤0.01% 1566
2013
Q4 		$19.5M Sell
1,163,810
-1,294
-0.1% -$21.3K 0.01% 1357
2013
Q3 		$18.6M Sell
1,165,104
-154,403
-12% -$2.54M 0.01% 1329
2013
Q2 		$21.2M Buy
+1,319,507
New +$20.4M 0.01% 1165

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 $4.79B AUM 27.94% 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

Bank of America's SJT Position: Q1 2026 in Review

Bank of America held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 45,080 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #5324.

Bank of America first reported a position in SJT in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.2M in Q2 2013. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Bank of America held 45,080 shares of San Juan Basin Royalty Trust worth $217K as of Q1 2026.
  • Bank of America left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5324 holding.
  • Bank of America first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's San Juan Basin Royalty Trust position peaked at $21.2M in Q2 2013.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.