Ingalls & Snyder LLC’s San Juan Basin Royalty Trust SJT Stock Holding History

Ingalls & Snyder LLC’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	$156K	Buy	48,650 +20,000	+70%	+$80.5K	﹤0.01%	447
2026 Q1	$138K	Hold	28,650	–	–	﹤0.01%	449
2025 Q4	$161K	Hold	28,650	–	–	0.01%	447
2025 Q3	$173K	Hold	28,650	–	–	0.01%	455
2025 Q2	$171K	Hold	28,650	–	–	0.01%	432
2025 Q1	$158K	Hold	28,650	–	–	0.01%	422
2024 Q4	$110K	Sell	28,650 -27,044	-49%	-$108K	﹤0.01%	420
2024 Q3	$206K	Buy	55,694 +20,896	+60%	+$78.2K	0.01%	418
2024 Q2	$141K	Hold	34,798	–	–	0.01%	402
2024 Q1	$184K	Sell	34,798 -31,852	-48%	-$166K	0.01%	411
2023 Q4	$339K	Buy	66,650 +50,150	+304%	+$335K	0.02%	332
2023 Q3	$114K	Buy	+16,500	New	+$119K	0.01%	405
2022 Q3	–	Sell	-24,000	Closed	-$208K	–	453
2022 Q2	$208K	Sell	24,000 -13,376	-36%	-$145K	0.01%	403
2022 Q1	$328K	Hold	37,376	–	–	0.01%	356
2021 Q4	$228K	Hold	37,376	–	–	0.01%	425
2021 Q3	$189K	Hold	37,376	–	–	0.01%	441
2021 Q2	$192K	Hold	37,376	–	–	0.01%	441
2021 Q1	$148K	Hold	37,376	–	–	0.01%	421
2020 Q4	$100K	Hold	37,376	–	–	﹤0.01%	415
2020 Q3	$94K	Hold	37,376	–	–	0.01%	357
2020 Q2	$85K	Hold	37,376	–	–	﹤0.01%	390
2020 Q1	$78K	Hold	37,376	–	–	0.01%	393
2019 Q4	$95K	Hold	37,376	–	–	0.01%	388
2019 Q3	$113K	Sell	37,376 -5,201	-12%	-$15K	0.01%	409
2019 Q2	$163K	Hold	42,577	–	–	0.01%	406
2019 Q1	$229K	Hold	42,577	–	–	0.01%	381
2018 Q4	$204K	Buy	+42,577	New	+$225K	0.01%	381

Other funds holding SJT

HKAM

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

PAIM

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

LSC

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

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

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

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

Ingalls & Snyder LLC's SJT Position: Q2 2026 in Review

Ingalls & Snyder LLC increased its San Juan Basin Royalty Trust (SJT) stake by 70% in Q2 2026, buying an estimated $80.5K and bringing the position to 48,650 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Ingalls & Snyder LLC first reported a position in SJT in Q4 2018 and has held it in 27 quarters since. The position peaked at $339K in Q4 2023. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Ingalls & Snyder LLC held 48,650 shares of San Juan Basin Royalty Trust worth $156K as of Q2 2026.
Ingalls & Snyder LLC bought 20,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $80.5K.
San Juan Basin Royalty Trust made up ﹤0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #447 holding.
Ingalls & Snyder LLC first reported a position in San Juan Basin Royalty Trust in Q4 2018 and has held it in 27 quarters since.
Ingalls & Snyder LLC's San Juan Basin Royalty Trust position peaked at $339K in Q4 2023.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.