Farther Finance Advisors
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Farther Finance Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Farther Finance 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
2025
Q4 		– Sell
-70
Closed -$423 – 5579
2025
Q3 		$423 Buy
+70
New +$412 ﹤0.01% 4580
2025
Q2 		– Sell
-3,000
Closed -$16.8K – 4641
2025
Q1 		$16.8K Hold
3,000
– – ﹤0.01% 2472
2024
Q4 		$11.5K Hold
3,000
– – ﹤0.01% 2335
2024
Q3 		$11.1K Hold
3,000
– – ﹤0.01% 2323
2024
Q2 		$11.9K Hold
3,000
– – ﹤0.01% 2009
2024
Q1 		$16.4K Hold
3,000
– – ﹤0.01% 1559
2023
Q4 		$15.2K Buy
+3,000
New +$20.1K ﹤0.01% 1424

Other funds holding SJT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Farther Finance Advisors's SJT Position: Q4 2025 in Review

Farther Finance Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2025, closing a stake of 70 shares — an estimated $423 sold.

Farther Finance Advisors first reported a position in SJT in Q4 2023 and held it in 7 quarters. The position peaked at $16.8K in Q1 2025. 90 funds tracked by Wall St. Rank hold SJT as of Q4 2025.

  • Farther Finance Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 70 San Juan Basin Royalty Trust shares in Q4 2025, an estimated $423.
  • Farther Finance Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2023 and held it in 7 quarters.
  • Farther Finance Advisors's San Juan Basin Royalty Trust position peaked at $16.8K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.