BFC Planning, Inc.’s San Juan Basin Royalty Trust SJT Stock Holding History

BFC Planning, Inc.’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	$9.6K	Buy	+3,000	New	+$12.1K	﹤0.01%	2381

Other funds holding SJT

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

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

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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s SJT Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in San Juan Basin Royalty Trust (SJT) in Q2 2026: 3,000 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #2381 among its holdings.

84 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

BFC Planning, Inc. held 3,000 shares of San Juan Basin Royalty Trust worth $9.6K as of Q2 2026.
San Juan Basin Royalty Trust was a new BFC Planning, Inc. position in Q2 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2381 holding.
84 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.