Financial Engines Advisors
SJT icon

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

Financial Engines 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
Q2 		$49.9K Hold
15,534
– – ﹤0.01% 550
2026
Q1 		$74.7K Hold
15,534
– – ﹤0.01% 527
2025
Q4 		$87.3K Hold
15,534
– – ﹤0.01% 537
2025
Q3 		$93.8K Hold
15,534
– – ﹤0.01% 537
2025
Q2 		$93K Buy
+15,534
New +$94.3K ﹤0.01% 514

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Engines Advisors's SJT Position: Q2 2026 in Review

Financial Engines Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 15,534 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Financial Engines Advisors first reported a position in SJT in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.8K in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Financial Engines Advisors held 15,534 shares of San Juan Basin Royalty Trust worth $49.9K as of Q2 2026.
  • Financial Engines Advisors left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #550 holding.
  • Financial Engines Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's San Juan Basin Royalty Trust position peaked at $93.8K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.