FGC
SJT

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

Financial Gravity Companies’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
Q2 		$38.2K Buy
+6,398
New +$38.8K 0.01% 339

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's SJT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in San Juan Basin Royalty Trust (SJT) in Q2 2025: 6,398 shares worth $38.2K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • Financial Gravity Companies held 6,398 shares of San Juan Basin Royalty Trust worth $38.2K as of Q2 2025.
  • San Juan Basin Royalty Trust was a new Financial Gravity Companies position in Q2 2025.
  • San Juan Basin Royalty Trust made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #339 holding.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.