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

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPM

Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

PWA

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.