Financial Engines Advisors
SJT

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
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

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 $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Financial Engines Advisors's SJT Position: Q1 2026 in Review

Financial Engines Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 15,534 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Financial Engines Advisors first reported a position in SJT in Q2 2025 and has held it in 4 quarters since. The position peaked at $93.8K in Q3 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Financial Engines Advisors held 15,534 shares of San Juan Basin Royalty Trust worth $74.7K as of Q1 2026.
  • Financial Engines Advisors left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #527 holding.
  • Financial Engines Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's San Juan Basin Royalty Trust position peaked at $93.8K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.