NFSG
SJT

Newbridge Financial Services Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Newbridge Financial Services Group’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 		$508 Hold
106
– – ﹤0.01% 1109
2025
Q4 		$593 Sell
106
-615
-85% -$3.56K ﹤0.01% 1105
2025
Q3 		$4.35K Hold
721
– – ﹤0.01% 1045
2025
Q2 		$4.31K Hold
721
– – ﹤0.01% 1046
2025
Q1 		$3.99K Sell
721
-1,458
-67% -$6.87K ﹤0.01% 827
2024
Q4 		$8.35K Buy
+2,179
New +$8.72K ﹤0.01% 770
2024
Q3 		– Sell
-2,179
Closed -$8.85K – 1036
2024
Q2 		$8.85K Buy
2,179
+28
+1% +$123 ﹤0.01% 735
2024
Q1 		$11.4K Buy
+2,151
New +$11.2K 0.01% 735
2023
Q4 		– Sell
-10,661
Closed -$73.9K – 1309
2023
Q3 		$73.9K Buy
10,661
+1,463
+16% +$10.5K 0.04% 347
2023
Q2 		$68.3K Buy
9,198
+5,366
+140% +$45.5K 0.03% 386
2023
Q1 		$40.3K Buy
+3,832
New +$39.8K 0.02% 516

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
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 $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Newbridge Financial Services Group's SJT Position: Q1 2026 in Review

Newbridge Financial Services Group held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 106 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Newbridge Financial Services Group first reported a position in SJT in Q1 2023 and has held it in 11 quarters since. The position peaked at $73.9K in Q3 2023. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Newbridge Financial Services Group held 106 shares of San Juan Basin Royalty Trust worth $508 as of Q1 2026.
  • Newbridge Financial Services Group left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1109 holding.
  • Newbridge Financial Services Group first reported a position in San Juan Basin Royalty Trust in Q1 2023 and has held it in 11 quarters since.
  • Newbridge Financial Services Group's San Juan Basin Royalty Trust position peaked at $73.9K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.