DWM
SJT

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
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

LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

DWR Wealth Management's SJT Position: Q2 2026 in Review

DWR Wealth Management held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 20,500 shares worth $60.7K. The position accounts for 0.05% of the portfolio, ranked #55.

DWR Wealth Management first reported a position in SJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q4 2025. 10 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • DWR Wealth Management held 20,500 shares of San Juan Basin Royalty Trust worth $60.7K as of Q2 2026.
  • DWR Wealth Management left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up 0.05% of DWR Wealth Management's portfolio in Q2 2026, its #55 holding.
  • DWR Wealth Management first reported a position in San Juan Basin Royalty Trust in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's San Juan Basin Royalty Trust position peaked at $113K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.