Corient Private Wealth
SJT

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
Q1 		$529 Sell
10,129
-10,129
-50% -$55.5K ﹤0.01% 2823
2025
Q4 		$114K Buy
20,258
+10,129
+100% +$58.7K ﹤0.01% 2640
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

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

Corient Private Wealth's SJT Position: Q1 2026 in Review

Corient Private Wealth reduced its San Juan Basin Royalty Trust (SJT) stake by 50% in Q1 2026, selling an estimated $55.5K and leaving 10,129 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Corient Private Wealth first reported a position in SJT in Q2 2023 and has held it in 6 quarters since. The position peaked at $181K in Q2 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Corient Private Wealth held 10,129 shares of San Juan Basin Royalty Trust worth $529 as of Q1 2026.
  • Corient Private Wealth sold 10,129 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $55.5K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2823 holding.
  • Corient Private Wealth first reported a position in San Juan Basin Royalty Trust in Q2 2023 and has held it in 6 quarters since.
  • Corient Private Wealth's San Juan Basin Royalty Trust position peaked at $181K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.