KCFA
SJT

Key Client Fiduciary Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Key Client Fiduciary 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
Q2 		$102K Sell
31,850
-725
-2% -$2.92K 0.03% 217
2026
Q1 		$156K Buy
32,575
+2,915
+10% +$16K 0.05% 200
2025
Q4 		$167K Buy
+29,660
New +$172K 0.06% 204

Other funds holding SJT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return