MCM
SJT

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
Q2 		– Sell
-1,150
Closed -$5.52K – 4298
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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
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
MC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's SJT Position: Q2 2026 in Review

MAI Capital Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 1,150 shares — an estimated $5.52K sold.

MAI Capital Management first reported a position in SJT in Q4 2024 and held it in 6 quarters. The position peaked at $6.95K in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • MAI Capital Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,150 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $5.52K.
  • MAI Capital Management first reported a position in San Juan Basin Royalty Trust in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's San Juan Basin Royalty Trust position peaked at $6.95K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.