CIBC Private Wealth Group
SJT

CIBC Private Wealth Group’s San Juan Basin Royalty Trust SJT Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-28
Closed -$166 – 3285
2025
Q2 		$166 Hold
28
– – ﹤0.01% 2927
2025
Q1 		$133 Buy
+28
New +$132 ﹤0.01% 2978
2018
Q1 		– Sell
-6,280
Closed -$52K – 2059
2017
Q4 		$52K Buy
+6,280
New +$49.5K ﹤0.01% 1174
2015
Q2 		– Sell
-17,600
Closed -$211K – 631
2015
Q1 		$211K Buy
17,600
+1,600
+10% +$22.1K ﹤0.01% 608
2014
Q4 		$228K Hold
16,000
– – ﹤0.01% 595
2014
Q3 		$304K Hold
16,000
– – ﹤0.01% 573
2014
Q2 		$309K Hold
16,000
– – ﹤0.01% 564
2014
Q1 		$285K Buy
+16,000
New +$278K ﹤0.01% 556

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 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
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's SJT Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of San Juan Basin Royalty Trust (SJT) in Q3 2025, closing a stake of 28 shares — an estimated $166 sold.

CIBC Private Wealth Group first reported a position in SJT in Q1 2014 and held it in 8 quarters. The position peaked at $309K in Q2 2014. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining San Juan Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 28 San Juan Basin Royalty Trust shares in Q3 2025, an estimated $166.
  • CIBC Private Wealth Group first reported a position in San Juan Basin Royalty Trust in Q1 2014 and held it in 8 quarters.
  • CIBC Private Wealth Group's San Juan Basin Royalty Trust position peaked at $309K in Q2 2014.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.