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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

MPM

Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PWA

Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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. 89 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.
89 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.