Janney Montgomery Scott’s San Juan Basin Royalty Trust SJT Stock Holding History

Janney Montgomery Scott’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 Q1	$162K	Sell	33,687 -350	-1%	-$1.92K	﹤0.01%	2658
2025 Q4	$191K	Buy	+34,037	New	+$197K	﹤0.01%	2814
2014 Q2	–	Sell	-11,206	Closed	-$198K	–	2251
2014 Q1	$198K	Sell	11,206 -2,384	-18%	-$41.4K	﹤0.01%	1775
2013 Q4	$228K	Sell	13,590 -374	-3%	-$6.15K	0.01%	1622
2013 Q3	$223K	Buy	13,964 +1,756	+14%	+$28.9K	0.01%	1575
2013 Q2	$196K	Buy	+12,208	New	+$189K	0.02%	695

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Janney Montgomery Scott's SJT Position: Q1 2026 in Review

Janney Montgomery Scott reduced its San Juan Basin Royalty Trust (SJT) stake by 1% in Q1 2026, selling an estimated $1.92K and leaving 33,687 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Janney Montgomery Scott first reported a position in SJT in Q2 2013 and has held it in 6 quarters since. The position peaked at $228K in Q4 2013. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Janney Montgomery Scott held 33,687 shares of San Juan Basin Royalty Trust worth $162K as of Q1 2026.
Janney Montgomery Scott sold 350 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.92K.
San Juan Basin Royalty Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2658 holding.
Janney Montgomery Scott first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 6 quarters since.
Janney Montgomery Scott's San Juan Basin Royalty Trust position peaked at $228K in Q4 2013.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.