MAA
SJT

Mraz Amerine & Associates’s San Juan Basin Royalty Trust SJT Stock Holding History

Mraz Amerine & Associates’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 		$591K Hold
184,236
– – 0.08% 110
2026
Q1 		$884K Hold
184,236
– – 0.13% 94
2025
Q4 		$1.04M Hold
184,236
– – 0.15% 82
2025
Q3 		$1.11M Sell
184,236
-4,030
-2% -$23.7K 0.17% 85
2025
Q2 		$1.12M Sell
188,266
-980
-0.5% -$5.95K 0.18% 79
2025
Q1 		$1.04M Hold
189,246
– – 0.18% 78
2024
Q4 		$725K Sell
189,246
-3,825
-2% -$15.3K 0.13% 94
2024
Q3 		$711K Sell
193,071
-13,495
-7% -$50.5K 0.13% 95
2024
Q2 		$835K Buy
206,566
+10,457
+5% +$45.9K 0.17% 87
2024
Q1 		$1.04M Sell
196,109
-22,015
-10% -$115K 0.2% 77
2023
Q4 		$1.11M Sell
218,124
-1,289
-0.6% -$8.62K 0.23% 69
2023
Q3 		$1.52M Buy
219,413
+74
+0% +$533 0.34% 58
2023
Q2 		$1.62M Buy
219,339
+68
+0% +$577 0.38% 48
2023
Q1 		$2.3M Sell
219,271
-11,701
-5% -$121K 0.57% 32
2022
Q4 		$2.63M Sell
230,972
-2,500
-1% -$27.4K 0.62% 25
2022
Q3 		$2.19M Sell
233,472
-203
-0.1% -$2.39K 0.59% 26
2022
Q2 		$2.03M Sell
233,675
-664
-0.3% -$7.21K 0.52% 30
2022
Q1 		$2.04M Buy
234,339
+9,480
+4% +$66.3K 0.49% 32
2021
Q4 		$1.37M Buy
224,859
+158
+0.1% +$991 0.35% 53
2021
Q3 		$1.14M Sell
224,701
-1,764
-0.8% -$8.54K 0.31% 60
2021
Q2 		$1.17M Sell
226,465
-1,786
-0.8% -$8.96K 0.32% 56
2021
Q1 		$904K Sell
228,251
-285
-0.1% -$1.08K 0.26% 62
2020
Q4 		$610K Sell
228,536
-4,379
-2% -$13.6K 0.2% 73
2020
Q3 		$587K Buy
232,915
+13,700
+6% +$35K 0.22% 65
2020
Q2 		$500K Buy
219,215
+55,263
+34% +$139K 0.19% 72
2020
Q1 		$344K Buy
163,952
+6,000
+4% +$14.2K 0.14% 84
2019
Q4 		$400K Buy
157,952
+5,900
+4% +$14.9K 0.11% 100
2019
Q3 		$459K Sell
152,052
-700
-0.5% -$2.02K 0.14% 88
2019
Q2 		$587K Sell
152,752
-340
-0.2% -$1.5K 0.17% 79
2019
Q1 		$825K Hold
153,092
– – 0.26% 53
2018
Q4 		$735K Buy
153,092
+14,000
+10% +$73.9K 0.24% 56
2018
Q3 		$689K Buy
139,092
+2,330
+2% +$13.4K 0.2% 71
2018
Q2 		$792K Sell
136,762
-130
-0.1% -$873 0.24% 65
2018
Q1 		$1.08M Sell
136,892
-2,600
-2% -$23.2K 0.34% 48
2017
Q4 		$1.15M Sell
139,492
-2,830
-2% -$22.3K 0.35% 49
2017
Q3 		$1.12M Buy
142,322
+225
+0.2% +$1.58K 0.35% 49
2017
Q2 		$968K Sell
142,097
-1,162
-0.8% -$8.41K 0.3% 56
2017
Q1 		$1.01M Sell
143,259
-791
-0.5% -$5.52K 0.32% 54
2016
Q4 		$954K Buy
144,050
+2,225
+2% +$14K 0.3% 53
2016
Q3 		$837K Sell
141,825
-1,791
-1% -$11.2K 0.29% 53
2016
Q2 		$1.04M Buy
143,616
+3,220
+2% +$20.8K 0.37% 43
2016
Q1 		$723K Buy
140,396
+296
+0.2% +$1.44K 0.27% 55
2015
Q4 		$580K Buy
140,100
+4,242
+3% +$28.1K 0.22% 69
2015
Q3 		$1.28M Sell
135,858
-1,266
-0.9% -$13.1K 0.51% 34
2015
Q2 		$1.47M Buy
137,124
+14,840
+12% +$165K 0.55% 32
2015
Q1 		$1.46M Sell
122,284
-1,385
-1% -$19.2K 0.55% 33
2014
Q4 		$1.76M Sell
123,669
-4,282
-3% -$72.6K 0.67% 28
2014
Q3 		$2.43M Sell
127,951
-1,988
-2% -$37K 0.94% 22
2014
Q2 		$2.51M Buy
129,939
+2,700
+2% +$50.7K 0.97% 21
2014
Q1 		$2.25M Sell
127,239
-1,600
-1% -$27.8K 0.94% 22
2013
Q4 		$2.16M Buy
128,839
+25,646
+25% +$422K 0.96% 23
2013
Q3 		$1.65M Buy
103,193
+24,312
+31% +$400K 0.79% 27
2013
Q2 		$1.27M Buy
+78,881
New +$1.22M 0.64% 35

Other funds holding SJT

LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Mraz Amerine & Associates's SJT Position: Q2 2026 in Review

Mraz Amerine & Associates held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 184,236 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #110.

Mraz Amerine & Associates first reported a position in SJT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.63M in Q4 2022. 14 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Mraz Amerine & Associates held 184,236 shares of San Juan Basin Royalty Trust worth $591K as of Q2 2026.
  • Mraz Amerine & Associates left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up 0.08% of Mraz Amerine & Associates's portfolio in Q2 2026, its #110 holding.
  • Mraz Amerine & Associates first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 53 quarters since.
  • Mraz Amerine & Associates's San Juan Basin Royalty Trust position peaked at $2.63M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.