EverSource Wealth Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

EverSource Wealth 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 Q3	$4	Buy	+1	New	+$3	﹤0.01%	4537

Other funds holding SJT

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

EverSource Wealth Advisors's SJT Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in San Juan Basin Royalty Trust (SJT) in Q3 2026: 1 share worth $4. The stake represents ﹤0.01% of the portfolio and ranks #4537 among its holdings.

66 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

EverSource Wealth Advisors held 1 share of San Juan Basin Royalty Trust worth $4 as of Q3 2026.
San Juan Basin Royalty Trust was a new EverSource Wealth Advisors position in Q3 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4537 holding.
66 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.