Northern Trust
SJT

Northern Trust’s San Juan Basin Royalty Trust SJT Stock Holding History

Northern Trust’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
2025
Q2 		– Sell
-17,403
Closed -$96.2K – 4484
2025
Q1 		$96.2K Buy
+17,403
New +$82K ﹤0.01% 4126
2020
Q2 		– Sell
-10,850
Closed -$23K – 4299
2020
Q1 		$23K Hold
10,850
– – ﹤0.01% 4073
2019
Q4 		$28K Buy
+10,850
New +$27.4K ﹤0.01% 4119
2014
Q3 		– Sell
-45,589
Closed -$879K – 4354
2014
Q2 		$879K Sell
45,589
-300
-0.7% -$5.64K ﹤0.01% 3442
2014
Q1 		$810K Buy
+45,889
New +$796K ﹤0.01% 3445

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust's SJT Position: Q2 2025 in Review

Northern Trust sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 17,403 shares — an estimated $96.2K sold.

Northern Trust first reported a position in SJT in Q1 2014 and held it in 5 quarters. The position peaked at $879K in Q2 2014. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • Northern Trust reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • Northern Trust sold 17,403 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $96.2K.
  • Northern Trust first reported a position in San Juan Basin Royalty Trust in Q1 2014 and held it in 5 quarters.
  • Northern Trust's San Juan Basin Royalty Trust position peaked at $879K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on Northern Trust's 13F filing for Q2 2025, filed 13 Aug 2025.