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
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 $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marshall Wace's SJT Position: Q1 2026 in Review

Marshall Wace opened a new position in San Juan Basin Royalty Trust (SJT) in Q1 2026: 393,635 shares worth $1.89M. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SJT as recently as Q3 2021.

Marshall Wace first reported a position in SJT in Q3 2018 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Marshall Wace held 393,635 shares of San Juan Basin Royalty Trust worth $1.89M as of Q1 2026.
  • San Juan Basin Royalty Trust was a new Marshall Wace position in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1816 holding.
  • Marshall Wace first reported a position in San Juan Basin Royalty Trust in Q3 2018 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.