MAI Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History

MAI Capital Management’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	$5.52K	Hold	1,150	–	–	﹤0.01%	3470
2025 Q4	$6.46K	Hold	1,150	–	–	﹤0.01%	3018
2025 Q3	$6.95K	Hold	1,150	–	–	﹤0.01%	2893
2025 Q2	$6.87K	Hold	1,150	–	–	﹤0.01%	2911
2025 Q1	$6.35K	Hold	1,150	–	–	﹤0.01%	2649
2024 Q4	$4.41K	Buy	+1,150	New	+$4.6K	﹤0.01%	2812

Other funds holding SJT

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

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

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

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

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