Citigroup
SJT

Citigroup’s San Juan Basin Royalty Trust SJT Stock Holding History

Citigroup’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 		– Sell
-13
Closed -$63 – 6190
2026
Q1 		$63 Buy
+13
New +$71 ﹤0.01% 5630
2022
Q3 		– Sell
-30
Closed – – 6272
2022
Q2 		$0 Sell
30
-370
-93% -$4.02K ﹤0.01% 6616
2022
Q1 		$4K Buy
+400
New +$2.8K ﹤0.01% 5907
2020
Q2 		– Sell
-2,100
Closed -$4K – 7657
2020
Q1 		$4K Hold
2,100
– – ﹤0.01% 7328
2019
Q4 		$5K Hold
2,100
– – ﹤0.01% 7405
2019
Q3 		$6K Hold
2,100
– – ﹤0.01% 7288
2019
Q2 		$8K Hold
2,100
– – ﹤0.01% 7370
2019
Q1 		$11K Hold
2,100
– – ﹤0.01% 7223
2018
Q4 		$10K Hold
2,100
– – ﹤0.01% 7158
2018
Q3 		$10K Hold
2,100
– – ﹤0.01% 7357
2018
Q2 		$12K Buy
2,100
+2,000
+2,000% +$13.4K ﹤0.01% 7122
2018
Q1 		$1K Sell
100
-1,000
-91% -$8.91K ﹤0.01% 7469
2017
Q4 		$9K Hold
1,100
– – ﹤0.01% 7079
2017
Q3 		$9K Hold
1,100
– – ﹤0.01% 6726
2017
Q2 		$7K Hold
1,100
– – ﹤0.01% 6650
2017
Q1 		$8K Hold
1,100
– – ﹤0.01% 6646
2016
Q4 		$7K Hold
1,100
– – ﹤0.01% 6848
2016
Q3 		$6K Hold
1,100
– – ﹤0.01% 6726
2016
Q2 		$8K Sell
1,100
-102
-8% -$659 ﹤0.01% 6640
2016
Q1 		$7K Sell
1,202
-2,960
-71% -$14.3K ﹤0.01% 6915
2015
Q4 		$17K Buy
4,162
+2,022
+94% +$13.4K ﹤0.01% 6574
2015
Q3 		$20K Sell
2,140
-1,542
-42% -$16K ﹤0.01% 6037
2015
Q2 		$40K Sell
3,682
-54,408
-94% -$603K ﹤0.01% 5686
2015
Q1 		$695K Sell
58,090
-299
-0.5% -$4.14K ﹤0.01% 3437
2014
Q4 		$832K Buy
58,389
+1,170
+2% +$19.8K ﹤0.01% 3331
2014
Q3 		$1.09M Buy
57,219
+119
+0.2% +$2.22K ﹤0.01% 2966
2014
Q2 		$1.1M Sell
57,100
-257
-0.4% -$4.83K ﹤0.01% 2895
2014
Q1 		$1.01M Buy
57,357
+232
+0.4% +$4.03K ﹤0.01% 2863
2013
Q4 		$956K Sell
57,125
-400
-0.7% -$6.58K ﹤0.01% 3230
2013
Q3 		$919K Buy
57,525
+220
+0.4% +$3.62K ﹤0.01% 2961
2013
Q2 		$920K Buy
+57,305
New +$885K ﹤0.01% 2962

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
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
MC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citigroup's SJT Position: Q2 2026 in Review

Citigroup sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 13 shares — an estimated $63 sold.

Citigroup first reported a position in SJT in Q2 2013 and held it in 31 quarters. The position peaked at $1.1M in Q2 2014. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Citigroup reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Citigroup sold 13 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $63.
  • Citigroup first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 31 quarters.
  • Citigroup's San Juan Basin Royalty Trust position peaked at $1.1M in Q2 2014.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.