MC
SJT

Moors & Cabot’s San Juan Basin Royalty Trust SJT Stock Holding History

Moors & Cabot’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 		$4.1M Buy
851,880
+115,580
+16% +$633K 0.18% 123
2025
Q4 		$4.14M Buy
736,300
+128,850
+21% +$746K 0.18% 118
2025
Q3 		$3.67M Buy
607,450
+325,100
+115% +$1.91M 0.16% 125
2025
Q2 		$1.69M Buy
282,350
+222,500
+372% +$1.35M 0.08% 229
2025
Q1 		$331K Sell
59,850
-146,900
-71% -$692K 0.02% 607
2024
Q4 		$792K Buy
206,750
+88,800
+75% +$355K 0.04% 379
2024
Q3 		$436K Buy
117,950
+29,550
+33% +$111K 0.02% 528
2024
Q2 		$359K Buy
88,400
+9,450
+12% +$41.5K 0.02% 571
2024
Q1 		$418K Buy
78,950
+44,000
+126% +$229K 0.02% 558
2023
Q4 		$178K Sell
34,950
-1,700
-5% -$11.4K 0.01% 768
2023
Q3 		$254K Buy
36,650
+300
+0.8% +$2.16K 0.02% 650
2023
Q2 		$270K Buy
36,350
+8,700
+31% +$73.8K 0.02% 655
2023
Q1 		$291K Buy
27,650
+16,550
+149% +$172K 0.02% 609
2022
Q4 		$127K Buy
+11,100
New +$122K 0.01% 787

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 $4.79B AUM 27.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $140M AUM 53.13% 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

Moors & Cabot's SJT Position: Q1 2026 in Review

Moors & Cabot increased its San Juan Basin Royalty Trust (SJT) stake by 16% in Q1 2026, buying an estimated $633K and bringing the position to 851,880 shares worth $4.1M. The position accounts for 0.18% of the portfolio, ranked #123.

Moors & Cabot first reported a position in SJT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.14M in Q4 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Moors & Cabot held 851,880 shares of San Juan Basin Royalty Trust worth $4.1M as of Q1 2026.
  • Moors & Cabot bought 115,580 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $633K.
  • San Juan Basin Royalty Trust made up 0.18% of Moors & Cabot's portfolio in Q1 2026, its #123 holding.
  • Moors & Cabot first reported a position in San Juan Basin Royalty Trust in Q4 2022 and has held it in 14 quarters since.
  • Moors & Cabot's San Juan Basin Royalty Trust position peaked at $4.14M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.