DWR Wealth Management
SJT icon

DWR Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

DWR Wealth Management’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
Q3 		$74.4K Hold
20,500
– – 0.05% 57
2026
Q2 		$60.7K Hold
20,500
– – 0.05% 55
2026
Q1 		$101K Hold
20,500
– – 0.09% 50
2025
Q4 		$113K Buy
+20,500
New +$119K 0.1% 49

Other funds holding SJT

Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Greenfield Seitz Capital Management
Greenfield Seitz Capital Management Dallas, Texas $346M AUM 27.05% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

DWR Wealth Management's SJT Position: Q3 2026 in Review

DWR Wealth Management held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2026 at 20,500 shares worth $74.4K. The position accounts for 0.05% of the portfolio, ranked #57.

DWR Wealth Management first reported a position in SJT in Q4 2025 and has held it in 4 quarters since. The position peaked at $113K in Q4 2025. 28 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

  • DWR Wealth Management held 20,500 shares of San Juan Basin Royalty Trust worth $74.4K as of Q3 2026.
  • DWR Wealth Management left its San Juan Basin Royalty Trust share count unchanged in Q3 2026.
  • San Juan Basin Royalty Trust made up 0.05% of DWR Wealth Management's portfolio in Q3 2026, its #57 holding.
  • DWR Wealth Management first reported a position in San Juan Basin Royalty Trust in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's San Juan Basin Royalty Trust position peaked at $113K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.