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

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

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. 82 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.
  • 82 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.