Cambridge Investment Research Advisors
SJT

Cambridge Investment Research Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Cambridge Investment Research 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 		$46K Buy
14,425
+354
+3% +$1.43K ﹤0.01% 3722
2026
Q1 		$68K Buy
14,071
+3,000
+27% +$16.4K ﹤0.01% 3827
2025
Q4 		$62K Sell
11,071
-1,000
-8% -$5.79K ﹤0.01% 3742
2025
Q3 		$73K Hold
12,071
– – ﹤0.01% 3626
2025
Q2 		$72K Sell
12,071
-81,452
-87% -$495K ﹤0.01% 3510
2025
Q1 		$516K Buy
93,523
+70,475
+306% +$332K ﹤0.01% 2414
2024
Q4 		$88K Sell
23,048
-5,282
-19% -$21.1K ﹤0.01% 3337
2024
Q3 		$105K Sell
28,330
-1,033
-4% -$3.86K ﹤0.01% 3259
2024
Q2 		$119K Sell
29,363
-14,555
-33% -$63.9K ﹤0.01% 3137
2024
Q1 		$232K Buy
43,918
+8,878
+25% +$46.2K ﹤0.01% 2903
2023
Q4 		$178K Buy
35,040
+3,202
+10% +$21.4K ﹤0.01% 2936
2023
Q3 		$221K Sell
31,838
-666
-2% -$4.79K ﹤0.01% 2731
2023
Q2 		$242K Buy
32,504
+1,810
+6% +$15.4K ﹤0.01% 2718
2023
Q1 		$323K Buy
30,694
+551
+2% +$5.72K ﹤0.01% 2425
2022
Q4 		$344K Sell
30,143
-109
-0.4% -$1.2K ﹤0.01% 2321
2022
Q3 		$284K Buy
30,252
+1,453
+5% +$17.1K ﹤0.01% 2405
2022
Q2 		$250K Buy
28,799
+5,051
+21% +$54.9K ﹤0.01% 2543
2022
Q1 		$208K Buy
23,748
+2,307
+11% +$16.1K ﹤0.01% 2835
2021
Q4 		$131K Sell
21,441
-3,366
-14% -$21.1K ﹤0.01% 2992
2021
Q3 		$126K Sell
24,807
-7,281
-23% -$35.3K ﹤0.01% 2915
2021
Q2 		$165K Sell
32,088
-4,329
-12% -$21.7K ﹤0.01% 2883
2021
Q1 		$144K Buy
36,417
+16,503
+83% +$62.3K ﹤0.01% 2707
2020
Q4 		$53K Sell
19,914
-241
-1% -$747 ﹤0.01% 2649
2020
Q3 		$51K Buy
20,155
+2,400
+14% +$6.13K ﹤0.01% 2445
2020
Q2 		$40K Sell
17,755
-1,537
-8% -$3.87K ﹤0.01% 2389
2020
Q1 		$41K Buy
19,292
+7,679
+66% +$18.2K ﹤0.01% 2196
2019
Q4 		$29K Buy
11,613
+884
+8% +$2.23K ﹤0.01% 2375
2019
Q3 		$32K Hold
10,729
– – ﹤0.01% 2305
2019
Q2 		$41K Sell
10,729
-685
-6% -$3.03K ﹤0.01% 2155
2019
Q1 		$61K Buy
11,414
+637
+6% +$3.19K ﹤0.01% 2220
2018
Q4 		$52K Buy
+10,777
New +$56.9K ﹤0.01% 2087
2018
Q2 		– Sell
-11,442
Closed -$90K – 2248
2018
Q1 		$90K Buy
11,442
+1,229
+12% +$11K ﹤0.01% 2063
2017
Q4 		$84K Buy
+10,213
New +$80.6K ﹤0.01% 2040
2015
Q3 		– Sell
-10,499
Closed -$113K – 1574
2015
Q2 		$113K Buy
10,499
+266
+3% +$2.95K ﹤0.01% 1361
2015
Q1 		$122K Sell
10,233
-529
-5% -$7.32K ﹤0.01% 1326
2014
Q4 		$153K Sell
10,762
-809
-7% -$13.7K ﹤0.01% 1257
2014
Q3 		$220K Buy
11,571
+331
+3% +$6.17K 0.01% 1251
2014
Q2 		$217K Sell
11,240
-3,284
-23% -$61.7K 0.01% 1162
2014
Q1 		$256K Sell
14,524
-1,806
-11% -$31.3K 0.01% 1025
2013
Q4 		$273K Sell
16,330
-606
-4% -$9.96K 0.01% 925
2013
Q3 		$271K Sell
16,936
-1,311
-7% -$21.5K 0.01% 891
2013
Q2 		$293K Buy
+18,247
New +$282K 0.01% 768

Other funds holding SJT

LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors's SJT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its San Juan Basin Royalty Trust (SJT) stake by 2.5% in Q2 2026, buying an estimated $1.43K and bringing the position to 14,425 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Cambridge Investment Research Advisors first reported a position in SJT in Q2 2013 and has held it in 42 quarters since. The position peaked at $516K in Q1 2025. 14 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,425 shares of San Juan Basin Royalty Trust worth $46K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 354 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $1.43K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3722 holding.
  • Cambridge Investment Research Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's San Juan Basin Royalty Trust position peaked at $516K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.