PWA
SJT

Physician Wealth Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Physician Wealth 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
2026
Q2 		$787 Hold
245
– – ﹤0.01% 1919
2026
Q1 		$1.18K Hold
245
– – ﹤0.01% 1586
2025
Q4 		$1.38K Buy
+245
New +$1.42K ﹤0.01% 1457

Other funds holding SJT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's SJT Position: Q2 2026 in Review

Physician Wealth Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 245 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Physician Wealth Advisors first reported a position in SJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38K in Q4 2025. 7 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Physician Wealth Advisors held 245 shares of San Juan Basin Royalty Trust worth $787 as of Q2 2026.
  • Physician Wealth Advisors left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1919 holding.
  • Physician Wealth Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's San Juan Basin Royalty Trust position peaked at $1.38K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.