OIA
SJT

OneDigital Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-13,997
Closed -$84.5K – 1583
2025
Q3 		$84.5K Sell
13,997
-1,202
-8% -$7.07K ﹤0.01% 1460
2025
Q2 		$90.9K Hold
15,199
– – ﹤0.01% 1415
2025
Q1 		$84K Sell
15,199
-13,366
-47% -$63K ﹤0.01% 1365
2024
Q4 		$109K Buy
+28,565
New +$114K ﹤0.01% 1362
2024
Q3 		– Sell
-517,894
Closed -$2.1M – 1463
2024
Q2 		$2.1M Buy
+517,894
New +$2.27M 0.03% 408

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
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OneDigital Investment Advisors's SJT Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2025, closing a stake of 13,997 shares — an estimated $84.5K sold.

OneDigital Investment Advisors first reported a position in SJT in Q2 2024 and held it in 5 quarters. The position peaked at $2.1M in Q2 2024. 89 funds tracked by Wall St. Rank hold SJT as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 13,997 San Juan Basin Royalty Trust shares in Q4 2025, an estimated $84.5K.
  • OneDigital Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2024 and held it in 5 quarters.
  • OneDigital Investment Advisors's San Juan Basin Royalty Trust position peaked at $2.1M in Q2 2024.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.