Fidelity Investments
SJT

Fidelity Investments’s San Juan Basin Royalty Trust SJT Stock Holding History

Fidelity Investments’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 		$10.7K Sell
2,231
-315
-12% -$1.73K ﹤0.01% 4743
2025
Q4 		$14.3K Sell
2,546
-671
-21% -$3.89K ﹤0.01% 4615
2025
Q3 		$19.4K Sell
3,217
-2
-0.1% -$12 ﹤0.01% 4367
2025
Q2 		$19.3K Buy
3,219
+99
+3% +$601 ﹤0.01% 4300
2025
Q1 		$17.3K Sell
3,120
-575
-16% -$2.71K ﹤0.01% 4287
2024
Q4 		$14.2K Buy
3,695
+792
+27% +$3.17K ﹤0.01% 4335
2024
Q3 		$10.7K Buy
2,903
+1,608
+124% +$6.01K ﹤0.01% 4409
2024
Q2 		$5.26K Buy
1,295
+1,294
+129,400% +$5.68K ﹤0.01% 4537
2024
Q1 		$5 Hold
1
– – ﹤0.01% 5305
2023
Q4 		$5 Hold
1
– – ﹤0.01% 5374
2023
Q3 		$7 Hold
1
– – ﹤0.01% 5208
2023
Q2 		$7 Hold
1
– – ﹤0.01% 5300
2023
Q1 		$11 Buy
+1
New +$10 ﹤0.01% 5170
2022
Q4 		– Sell
-1
Closed – – 5566
2022
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 5342
2022
Q1 		– Sell
-1
Closed – – 5426
2021
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 4873
2021
Q3 		– Sell
-1
Closed – – 4960
2021
Q2 		$0 Buy
+1
New +$5 ﹤0.01% 4809
2020
Q2 		– Sell
-1
Closed – – 4119
2020
Q1 		$0 Hold
1
– – ﹤0.01% 4209
2019
Q4 		$0 Sell
1
-1
-50% -$3 ﹤0.01% 4220
2019
Q3 		$0 Buy
2
+1
+100% +$3 ﹤0.01% 4187
2019
Q2 		$0 Buy
+1
New +$4 ﹤0.01% 4139

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 $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Fidelity Investments's SJT Position: Q1 2026 in Review

Fidelity Investments reduced its San Juan Basin Royalty Trust (SJT) stake by 12% in Q1 2026, selling an estimated $1.73K and leaving 2,231 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4743.

Fidelity Investments first reported a position in SJT in Q2 2019 and has held it in 20 quarters since. The position peaked at $19.4K in Q3 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Fidelity Investments held 2,231 shares of San Juan Basin Royalty Trust worth $10.7K as of Q1 2026.
  • Fidelity Investments sold 315 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.73K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4743 holding.
  • Fidelity Investments first reported a position in San Juan Basin Royalty Trust in Q2 2019 and has held it in 20 quarters since.
  • Fidelity Investments's San Juan Basin Royalty Trust position peaked at $19.4K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.