Northwestern Mutual Wealth Management
SJT

Northwestern Mutual Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-1
Closed -$6 – 4027
2025
Q2 		$6 Hold
1
– – ﹤0.01% 3639
2025
Q1 		$6 Hold
1
– – ﹤0.01% 3631
2024
Q4 		$4 Hold
1
– – ﹤0.01% 3567
2024
Q3 		$4 Hold
1
– – ﹤0.01% 3569
2024
Q2 		$4 Hold
1
– – ﹤0.01% 3467
2024
Q1 		$5 Buy
+1
New +$5 ﹤0.01% 3538
2023
Q3 		– Sell
-907
Closed -$6.74K – 3511
2023
Q2 		$6.74K Buy
+907
New +$7.69K ﹤0.01% 2690
2018
Q3 		– Sell
-2,223
Closed -$13K – 2618
2018
Q2 		$13K Hold
2,223
– – ﹤0.01% 1755
2018
Q1 		$18K Hold
2,223
– – ﹤0.01% 1572
2017
Q4 		$18K Hold
2,223
– – ﹤0.01% 1545
2017
Q3 		$17K Hold
2,223
– – ﹤0.01% 1518
2017
Q2 		$15K Hold
2,223
– – ﹤0.01% 1482
2017
Q1 		$16K Hold
2,223
– – ﹤0.01% 1408
2016
Q4 		$15K Buy
+2,223
New +$14K ﹤0.01% 1467
2016
Q3 		– Sell
-2,223
Closed -$16K – 1309
2016
Q2 		$16K Hold
2,223
– – ﹤0.01% 1237
2016
Q1 		$11K Sell
2,223
-1,900
-46% -$9.21K ﹤0.01% 1405
2015
Q4 		$17K Buy
+4,123
New +$27.3K ﹤0.01% 1053

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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 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 $2.11B AUM 27.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's SJT Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2025, closing a stake of 1 share — an estimated $6 sold.

Northwestern Mutual Wealth Management first reported a position in SJT in Q4 2015 and held it in 17 quarters. The position peaked at $18K in Q1 2018. 88 funds tracked by Wall St. Rank hold SJT as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1 San Juan Basin Royalty Trust share in Q3 2025, an estimated $6.
  • Northwestern Mutual Wealth Management first reported a position in San Juan Basin Royalty Trust in Q4 2015 and held it in 17 quarters.
  • Northwestern Mutual Wealth Management's San Juan Basin Royalty Trust position peaked at $18K in Q1 2018.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.