Marshall Wace
SJT

Marshall Wace’s San Juan Basin Royalty Trust SJT Stock Holding History

Marshall Wace’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 		$1.73M Buy
540,087
+146,452
+37% +$590K ﹤0.01% 1932
2026
Q1 		$1.89M Buy
+393,635
New +$2.16M ﹤0.01% 1816
2021
Q4 		– Sell
-30,350
Closed -$154K – 4254
2021
Q3 		$154K Buy
+30,350
New +$147K ﹤0.01% 2839
2018
Q4 		– Sell
-79,714
Closed -$395K – 1787
2018
Q3 		$395K Buy
+79,714
New +$457K ﹤0.01% 974

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Marshall Wace's SJT Position: Q2 2026 in Review

Marshall Wace increased its San Juan Basin Royalty Trust (SJT) stake by 37% in Q2 2026, buying an estimated $590K and bringing the position to 540,087 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Marshall Wace first reported a position in SJT in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.89M in Q1 2026. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Marshall Wace held 540,087 shares of San Juan Basin Royalty Trust worth $1.73M as of Q2 2026.
  • Marshall Wace bought 146,452 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $590K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1932 holding.
  • Marshall Wace first reported a position in San Juan Basin Royalty Trust in Q3 2018 and has held it in 4 quarters since.
  • Marshall Wace's San Juan Basin Royalty Trust position peaked at $1.89M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.