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

IFP 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 Q3	$1.44K	Hold	395	–	–	﹤0.01%	4366
2026 Q2	$1.27K	Hold	395	–	–	﹤0.01%	4424
2026 Q1	$1.9K	Hold	395	–	–	﹤0.01%	3984
2025 Q4	$2.22K	Hold	395	–	–	﹤0.01%	3801
2025 Q3	$2.39K	Hold	395	–	–	﹤0.01%	3632
2025 Q2	$2.36K	Hold	395	–	–	﹤0.01%	3820
2025 Q1	$2.18K	Hold	395	–	–	﹤0.01%	3115
2024 Q4	$1.51K	Hold	395	–	–	﹤0.01%	3184
2024 Q3	$1.46K	Hold	395	–	–	﹤0.01%	3002
2024 Q2	$1.6K	Hold	395	–	–	﹤0.01%	2866
2024 Q1	$2.09K	Hold	395	–	–	﹤0.01%	2679
2023 Q4	$2.01K	Hold	395	–	–	﹤0.01%	2678
2023 Q3	$2.74K	Hold	395	–	–	﹤0.01%	2733
2023 Q2	$2.94K	Buy	395 +145	+58%	+$1.23K	﹤0.01%	2748
2023 Q1	$1.64K	Sell	250 -100	-29%	-$1.04K	﹤0.01%	2958
2022 Q4	$3K	Sell	350 -500	-59%	-$5.49K	﹤0.01%	4055
2022 Q3	$6K	Hold	850	–	–	﹤0.01%	3959
2022 Q2	$6K	Hold	850	–	–	﹤0.01%	3711
2022 Q1	$6K	Buy	+850	New	+$5.95K	﹤0.01%	3709
2019 Q1	$1K	Buy	102 +2	+2%	+$10	﹤0.01%	2255
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	3374
2018 Q3	$0	Hold	100	–	–	﹤0.01%	3998
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	3764
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	3660
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	3712
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	3945
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3935
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3845
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3827
2016 Q3	$1K	Sell	100 -125	-56%	-$785	﹤0.01%	3763
2016 Q2	$2K	Buy	225 +123	+121%	+$795	﹤0.01%	3499
2016 Q1	$1K	Sell	102 -123	-55%	-$596	﹤0.01%	2242
2015 Q4	$1K	Buy	+225	New	+$1.49K	﹤0.01%	3552

Other funds holding SJT

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Greenfield Seitz Capital Management Dallas, Texas $346M AUM 27.05% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

IFP Advisors's SJT Position: Q3 2026 in Review

IFP Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2026 at 395 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4366.

IFP Advisors first reported a position in SJT in Q4 2015 and has held it in 33 quarters since. The position peaked at $6K in Q3 2022. 17 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

IFP Advisors held 395 shares of San Juan Basin Royalty Trust worth $1.44K as of Q3 2026.
IFP Advisors left its San Juan Basin Royalty Trust share count unchanged in Q3 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4366 holding.
IFP Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2015 and has held it in 33 quarters since.
IFP Advisors's San Juan Basin Royalty Trust position peaked at $6K in Q3 2022.
17 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.