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

Corient Private Wealth’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	$32.5K	Hold	10,129	–	–	﹤0.01%	3011
2026 Q1	$529	Hold	10,129	–	–	﹤0.01%	2823
2025 Q4	$56.9K	Hold	10,129	–	–	﹤0.01%	2591
2025 Q3	$61.2K	Sell	10,129 -20,131	-67%	-$118K	﹤0.01%	2485
2025 Q2	$181K	Buy	+30,260	New	+$184K	﹤0.01%	2255
2023 Q4	–	Sell	-10,100	Closed	-$70K	–	2338
2023 Q3	$70K	Hold	10,100	–	–	﹤0.01%	2058
2023 Q2	$75K	Buy	+10,100	New	+$85.7K	﹤0.01%	1996

Other funds holding SJT

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

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

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Corient Private Wealth's SJT Position: Q2 2026 in Review

Corient Private Wealth held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 10,129 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Corient Private Wealth first reported a position in SJT in Q2 2023 and has held it in 7 quarters since. The position peaked at $181K in Q2 2025. 84 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Corient Private Wealth held 10,129 shares of San Juan Basin Royalty Trust worth $32.5K as of Q2 2026.
Corient Private Wealth left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #3011 holding.
Corient Private Wealth first reported a position in San Juan Basin Royalty Trust in Q2 2023 and has held it in 7 quarters since.
Corient Private Wealth's San Juan Basin Royalty Trust position peaked at $181K in Q2 2025.
84 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.