BPA
SJT

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
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 $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

Beacon Pointe Advisors's SJT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its San Juan Basin Royalty Trust (SJT) stake by 596% in Q1 2026, buying an estimated $555K and bringing the position to 118,334 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Beacon Pointe Advisors first reported a position in SJT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2022. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Beacon Pointe Advisors held 118,334 shares of San Juan Basin Royalty Trust worth $568K as of Q1 2026.
  • Beacon Pointe Advisors bought 101,334 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $555K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1240 holding.
  • Beacon Pointe Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2022 and has held it in 14 quarters since.
  • Beacon Pointe Advisors's San Juan Basin Royalty Trust position peaked at $1.31M in Q4 2022.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.