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
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

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

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. 82 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.
  • 82 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.