Beacon Pointe Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Beacon Pointe Advisors’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	$144K	Sell	45,000 -73,334	-62%	-$295K	﹤0.01%	1846
2026 Q1	$568K	Buy	118,334 +101,334	+596%	+$555K	﹤0.01%	1240
2025 Q4	$95.5K	Hold	17,000	–	–	﹤0.01%	1470
2025 Q3	$103K	Sell	17,000 -97,929	-85%	-$576K	﹤0.01%	1354
2025 Q2	$686K	Sell	114,929 -2,000	-2%	-$12.1K	0.01%	797
2025 Q1	$645K	Sell	116,929 -400	-0.3%	-$1.89K	0.01%	765
2024 Q4	$449K	Buy	117,329 +98,929	+538%	+$396K	0.01%	863
2024 Q3	$67.7K	Sell	18,400 -3,600	-16%	-$13.5K	﹤0.01%	1202
2024 Q2	$88.9K	Sell	22,000 -118,263	-84%	-$519K	﹤0.01%	1231
2024 Q1	$743K	Buy	140,263 +142	+0.1%	+$740	0.01%	775
2023 Q4	$710K	Buy	140,121 +600	+0.4%	+$4.01K	0.01%	773
2023 Q3	$964K	Hold	139,521	–	–	0.01%	638
2023 Q2	$1.04M	Buy	139,521 +123,521	+772%	+$1.05M	0.02%	517
2023 Q1	$168K	Sell	16,000 -98,621	-86%	-$1.02M	﹤0.01%	1080
2022 Q4	$1.31M	Buy	+114,621	New	+$1.26M	0.03%	448

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

Beacon Pointe Advisors's SJT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its San Juan Basin Royalty Trust (SJT) stake by 62% in Q2 2026, selling an estimated $295K and leaving 45,000 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Beacon Pointe Advisors first reported a position in SJT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2022. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Beacon Pointe Advisors held 45,000 shares of San Juan Basin Royalty Trust worth $144K as of Q2 2026.
Beacon Pointe Advisors sold 73,334 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $295K.
San Juan Basin Royalty Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1846 holding.
Beacon Pointe Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2022 and has held it in 15 quarters since.
Beacon Pointe Advisors's San Juan Basin Royalty Trust position peaked at $1.31M in Q4 2022.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.