EFA
SJT

Evernest Financial Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Evernest Financial Advisors’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 		$46.4K Hold
11,000
– – 0.01% 179
2025
Q4 		$61.9K Buy
+11,000
New +$63.7K 0.01% 184

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

Evernest Financial Advisors's SJT Position: Q1 2026 in Review

Evernest Financial Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 11,000 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #179.

Evernest Financial Advisors first reported a position in SJT in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.9K in Q4 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Evernest Financial Advisors held 11,000 shares of San Juan Basin Royalty Trust worth $46.4K as of Q1 2026.
  • Evernest Financial Advisors left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up 0.01% of Evernest Financial Advisors's portfolio in Q1 2026, its #179 holding.
  • Evernest Financial Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2025 and has held it in 2 quarters since.
  • Evernest Financial Advisors's San Juan Basin Royalty Trust position peaked at $61.9K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.