Foundation Resource Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Foundation Resource 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 Q2	$46.8K	Hold	14,565	–	–	0.01%	56
2026 Q1	$70.1K	Hold	14,565	–	–	0.01%	55
2025 Q4	$81.9K	Hold	14,565	–	–	0.01%	52
2025 Q3	$88K	Hold	14,565	–	–	0.01%	51
2025 Q2	$87.1K	Hold	14,565	–	–	0.01%	50
2025 Q1	$80.5K	Hold	14,565	–	–	0.01%	50
2024 Q4	$55.8K	Sell	14,565 -500	-3%	-$2K	0.01%	52
2024 Q3	$55.7K	Sell	15,065 -560	-4%	-$2.1K	0.01%	52
2024 Q2	$63.4K	Hold	15,625	–	–	0.01%	52
2024 Q1	$82.7K	Hold	15,625	–	–	0.01%	52
2023 Q4	$79.4K	Sell	15,625 -500	-3%	-$3.34K	0.01%	52
2023 Q3	$112K	Hold	16,125	–	–	0.02%	52
2023 Q2	$120K	Hold	16,125	–	–	0.02%	51
2023 Q1	$170K	Hold	16,125	–	–	0.03%	52
2022 Q4	$184K	Hold	16,125	–	–	0.03%	53
2022 Q3	$152K	Hold	16,125	–	–	0.03%	51
2022 Q2	$140K	Hold	16,125	–	–	0.03%	52
2022 Q1	$141K	Hold	16,125	–	–	0.02%	52
2021 Q4	$98K	Hold	16,125	–	–	0.02%	51
2021 Q3	$82K	Hold	16,125	–	–	0.02%	50
2021 Q2	$83K	Hold	16,125	–	–	0.02%	49
2021 Q1	$64K	Hold	16,125	–	–	0.02%	50
2020 Q4	$43K	Hold	16,125	–	–	0.01%	53
2020 Q3	$40K	Hold	16,125	–	–	0.01%	52
2020 Q2	$37K	Hold	16,125	–	–	0.01%	54
2020 Q1	$34K	Sell	16,125 -108,040	-87%	-$256K	0.01%	51
2019 Q4	$315K	Hold	124,165	–	–	0.07%	46
2019 Q3	$375K	Hold	124,165	–	–	0.08%	46
2019 Q2	$476K	Hold	124,165	–	–	0.1%	45
2019 Q1	$667K	Hold	124,165	–	–	0.14%	44
2018 Q4	$596K	Hold	124,165	–	–	0.13%	44
2018 Q3	$616K	Hold	124,165	–	–	0.12%	44
2018 Q2	$719K	Hold	124,165	–	–	0.14%	43
2018 Q1	$981K	Hold	124,165	–	–	0.2%	40
2017 Q4	$1.02M	Hold	124,165	–	–	0.18%	42
2017 Q3	$973K	Buy	124,165 +560	+0.5%	+$3.92K	0.16%	46
2017 Q2	$842K	Hold	123,605	–	–	0.15%	47
2017 Q1	$895K	Sell	123,605 -1,000	-0.8%	-$6.98K	0.16%	44
2016 Q4	$825K	Hold	124,605	–	–	0.14%	45
2016 Q3	$735K	Hold	124,605	–	–	0.13%	47
2016 Q2	$906K	Hold	124,605	–	–	0.17%	45
2016 Q1	$642K	Hold	124,605	–	–	0.13%	47
2015 Q4	$516K	Hold	124,605	–	–	0.11%	49
2015 Q3	$1.18M	Hold	124,605	–	–	0.25%	41
2015 Q2	$1.34M	Sell	124,605 -18,800	-13%	-$208K	0.24%	43
2015 Q1	$1.72M	Hold	143,405	–	–	0.28%	39
2014 Q4	$2.04M	Hold	143,405	–	–	0.29%	40
2014 Q3	$2.73M	Hold	143,405	–	–	0.36%	38
2014 Q2	$2.77M	Hold	143,405	–	–	0.34%	39
2014 Q1	$2.53M	Hold	143,405	–	–	0.32%	39
2013 Q4	$2.4M	Hold	143,405	–	–	0.3%	39
2013 Q3	$2.29M	Hold	143,405	–	–	0.29%	40
2013 Q2	$2.3M	Buy	+143,405	New	+$2.21M	0.3%	44

Other funds holding SJT

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

KWA

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

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Foundation Resource Management's SJT Position: Q2 2026 in Review

Foundation Resource Management held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 14,565 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #56.

Foundation Resource Management first reported a position in SJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.77M in Q2 2014. 14 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Foundation Resource Management held 14,565 shares of San Juan Basin Royalty Trust worth $46.8K as of Q2 2026.
Foundation Resource Management left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
San Juan Basin Royalty Trust made up 0.01% of Foundation Resource Management's portfolio in Q2 2026, its #56 holding.
Foundation Resource Management first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 53 quarters since.
Foundation Resource Management's San Juan Basin Royalty Trust position peaked at $2.77M in Q2 2014.
14 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Foundation Resource Management's 13F filing for Q2 2026, filed 21 Jul 2026.