Creative Planning
SJT

Creative Planning’s San Juan Basin Royalty Trust SJT Stock Holding History

Creative Planning’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 		$254K Hold
52,867
– – ﹤0.01% 3553
2025
Q4 		$297K Sell
52,867
-4
-0% -$23 ﹤0.01% 3244
2025
Q3 		$319K Sell
52,871
-3,100
-6% -$18.2K ﹤0.01% 3089
2025
Q2 		$334K Hold
55,971
– – ﹤0.01% 2808
2025
Q1 		$309K Buy
55,971
+3,444
+7% +$16.2K ﹤0.01% 2728
2024
Q4 		$201K Buy
52,527
+523
+1% +$2.09K ﹤0.01% 2969
2024
Q3 		$191K Sell
52,004
-500
-1% -$1.87K ﹤0.01% 2852
2024
Q2 		$212K Sell
52,504
-8,458
-14% -$37.2K ﹤0.01% 2637
2024
Q1 		$323K Sell
60,962
-1,544
-2% -$8.04K ﹤0.01% 2188
2023
Q4 		$317K Sell
62,506
-20,370
-25% -$136K ﹤0.01% 2051
2023
Q3 		$574K Buy
82,876
+3,998
+5% +$28.8K ﹤0.01% 1474
2023
Q2 		$586K Buy
78,878
+25,527
+48% +$217K ﹤0.01% 1453
2023
Q1 		$561K Sell
53,351
-867
-2% -$9K ﹤0.01% 1394
2022
Q4 		$619K Sell
54,218
-3,374
-6% -$37K ﹤0.01% 1313
2022
Q3 		$541K Buy
57,592
+4,507
+8% +$53K ﹤0.01% 1287
2022
Q2 		$461K Buy
53,085
+428
+0.8% +$4.65K ﹤0.01% 1366
2022
Q1 		$462K Buy
+52,657
New +$368K ﹤0.01% 1364
2021
Q4 		– Sell
-55,235
Closed -$279K – 2207
2021
Q3 		$279K Buy
+55,235
New +$268K ﹤0.01% 1638
2017
Q3 		– Sell
-1,543
Closed -$11K – 3416
2017
Q2 		$11K Buy
1,543
+356
+30% +$2.58K ﹤0.01% 3581
2017
Q1 		$9K Buy
1,187
+499
+73% +$3.48K ﹤0.01% 3664
2016
Q4 		$5K Buy
688
+6
+0.9% +$38 ﹤0.01% 3971
2016
Q3 		$4K Buy
682
+357
+110% +$2.24K ﹤0.01% 3996
2016
Q2 		$2K Sell
325
-1,399
-81% -$9.04K ﹤0.01% 4049
2016
Q1 		$9K Buy
1,724
+503
+41% +$2.44K ﹤0.01% 3296
2015
Q4 		$5K Buy
1,221
+1,003
+460% +$6.65K ﹤0.01% 3691
2015
Q3 		$2K Buy
+218
New +$2.26K ﹤0.01% 3978
2015
Q2 		– Sell
-216
Closed -$3K – 2695
2015
Q1 		$3K Sell
216
-197
-48% -$2.73K ﹤0.01% 3769
2014
Q4 		$6K Buy
413
+4
+1% +$68 ﹤0.01% 3419
2014
Q3 		$8K Sell
409
-396
-49% -$7.38K ﹤0.01% 3080
2014
Q2 		$16K Sell
805
-3,996
-83% -$75.1K ﹤0.01% 2629
2014
Q1 		$85K Sell
4,801
-39
-0.8% -$677 ﹤0.01% 1503
2013
Q4 		$81K Buy
4,840
+240
+5% +$3.94K ﹤0.01% 1321
2013
Q3 		$74K Sell
4,600
-100
-2% -$1.64K ﹤0.01% 1300
2013
Q2 		$75K Buy
+4,700
New +$72.6K ﹤0.01% 1148

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 $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Creative Planning's SJT Position: Q1 2026 in Review

Creative Planning held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 52,867 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Creative Planning first reported a position in SJT in Q2 2013 and has held it in 34 quarters since. The position peaked at $619K in Q4 2022. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Creative Planning held 52,867 shares of San Juan Basin Royalty Trust worth $254K as of Q1 2026.
  • Creative Planning left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3553 holding.
  • Creative Planning first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 34 quarters since.
  • Creative Planning's San Juan Basin Royalty Trust position peaked at $619K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.