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Financial Gravity Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Financial Gravity Asset Management’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 		– Sell
-366
Closed -$2.06K – 973
2025
Q4 		$2.06K Hold
366
– – ﹤0.01% 597
2025
Q3 		$2.21K Buy
+366
New +$2.15K ﹤0.01% 761
2025
Q1 		$35.3K Buy
+6,398
New +$30.1K 0.01% 378

Other funds holding SJT

HKAM
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
ATPW
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Financial Gravity Asset Management's SJT Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q1 2026, closing a stake of 366 shares — an estimated $2.06K sold.

Financial Gravity Asset Management first reported a position in SJT in Q1 2025 and held it in 3 quarters. The position peaked at $35.3K in Q1 2025. 89 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 366 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $2.06K.
  • Financial Gravity Asset Management first reported a position in San Juan Basin Royalty Trust in Q1 2025 and held it in 3 quarters.
  • Financial Gravity Asset Management's San Juan Basin Royalty Trust position peaked at $35.3K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.