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

Kingswood Wealth 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	$499K	Sell	155,450 -10,500	-6%	-$42.3K	0.02%	611
2026 Q1	$797K	Sell	165,950 -26,000	-14%	-$142K	0.04%	425
2025 Q4	$1.08M	Sell	191,950 -299,950	-61%	-$1.74M	0.05%	334
2025 Q3	$2.97M	Buy	491,900 +6,085	+1%	+$35.8K	0.18%	132
2025 Q2	$2.9M	Buy	485,815 +206,780	+74%	+$1.26M	0.23%	103
2025 Q1	$1.54M	Buy	+279,035	New	+$1.31M	0.14%	172

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

Kingswood Wealth Advisors's SJT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its San Juan Basin Royalty Trust (SJT) stake by 6.3% in Q2 2026, selling an estimated $42.3K and leaving 155,450 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #611.

Kingswood Wealth Advisors first reported a position in SJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.97M in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Kingswood Wealth Advisors held 155,450 shares of San Juan Basin Royalty Trust worth $499K as of Q2 2026.
Kingswood Wealth Advisors sold 10,500 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $42.3K.
San Juan Basin Royalty Trust made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #611 holding.
Kingswood Wealth Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's San Juan Basin Royalty Trust position peaked at $2.97M in Q3 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.