PHS
SJT

Pekin Hardy Strauss’s San Juan Basin Royalty Trust SJT Stock Holding History

Pekin Hardy Strauss’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 		$115K Sell
35,750
-21,000
-37% -$84.5K 0.01% 490
2026
Q1 		$273K Buy
56,750
+3,000
+6% +$16.4K 0.03% 388
2025
Q4 		$302K Buy
53,750
+38,750
+258% +$224K 0.03% 358
2025
Q3 		$90.6K Buy
+15,000
New +$88.2K 0.01% 399

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 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 $2.57B AUM 37.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pekin Hardy Strauss's SJT Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its San Juan Basin Royalty Trust (SJT) stake by 37% in Q2 2026, selling an estimated $84.5K and leaving 35,750 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #490.

Pekin Hardy Strauss first reported a position in SJT in Q3 2025 and has held it in 4 quarters since. The position peaked at $302K in Q4 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Pekin Hardy Strauss held 35,750 shares of San Juan Basin Royalty Trust worth $115K as of Q2 2026.
  • Pekin Hardy Strauss sold 21,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $84.5K.
  • San Juan Basin Royalty Trust made up 0.01% of Pekin Hardy Strauss's portfolio in Q2 2026, its #490 holding.
  • Pekin Hardy Strauss first reported a position in San Juan Basin Royalty Trust in Q3 2025 and has held it in 4 quarters since.
  • Pekin Hardy Strauss's San Juan Basin Royalty Trust position peaked at $302K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.