HRT Financial
SJT icon

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

HRT Financial’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
Q3 		– Sell
-27,467
Closed -$88K – 5754
2026
Q2 		$88K Buy
+27,467
New +$111K ﹤0.01% 3647
2023
Q4 		– Sell
-55,225
Closed -$382K – 3002
2023
Q3 		$382K Buy
55,225
+18,774
+52% +$135K ﹤0.01% 1556
2023
Q2 		$270K Buy
+36,451
New +$309K ﹤0.01% 1692
2022
Q3 		– Sell
-25,545
Closed -$221K – 3436
2022
Q2 		$221K Buy
+25,545
New +$278K ﹤0.01% 2203

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HRT Financial's SJT Position: Q3 2026 in Review

HRT Financial sold out of San Juan Basin Royalty Trust (SJT) in Q3 2026, closing a stake of 27,467 shares — an estimated $88K sold.

HRT Financial first reported a position in SJT in Q2 2022 and held it in 4 quarters. The position peaked at $382K in Q3 2023. 66 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

  • HRT Financial reported no remaining San Juan Basin Royalty Trust position as of Q3 2026 after selling out during the quarter.
  • HRT Financial sold 27,467 San Juan Basin Royalty Trust shares in Q3 2026, an estimated $88K.
  • HRT Financial first reported a position in San Juan Basin Royalty Trust in Q2 2022 and held it in 4 quarters.
  • HRT Financial's San Juan Basin Royalty Trust position peaked at $382K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.