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

Financial Sense 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 		– Sell
-40,383
Closed -$227K – 165
2025
Q4 		$227K Sell
40,383
-99,351
-71% -$575K 0.04% 139
2025
Q3 		$844K Buy
+139,734
New +$822K 0.14% 89
2025
Q2 		– Sell
-144,943
Closed -$802K – 152
2025
Q1 		$802K Buy
+144,943
New +$683K 0.22% 67

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
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
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
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 Sense Advisors's SJT Position: Q1 2026 in Review

Financial Sense Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q1 2026, closing a stake of 40,383 shares — an estimated $227K sold.

Financial Sense Advisors first reported a position in SJT in Q1 2025 and held it in 3 quarters. The position peaked at $844K in Q3 2025. 89 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Financial Sense Advisors reported no remaining San Juan Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Financial Sense Advisors sold 40,383 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $227K.
  • Financial Sense Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2025 and held it in 3 quarters.
  • Financial Sense Advisors's San Juan Basin Royalty Trust position peaked at $844K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

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