PKS Advisory Services’s San Juan Basin Royalty Trust SJT Stock Holding History

PKS Advisory Services’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	$122K	Buy	+37,883	New	+$152K	0.02%	368

Other funds holding SJT

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PKS Advisory Services's SJT Position: Q2 2026 in Review

PKS Advisory Services opened a new position in San Juan Basin Royalty Trust (SJT) in Q2 2026: 37,883 shares worth $122K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings.

82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

PKS Advisory Services held 37,883 shares of San Juan Basin Royalty Trust worth $122K as of Q2 2026.
San Juan Basin Royalty Trust was a new PKS Advisory Services position in Q2 2026.
San Juan Basin Royalty Trust made up 0.02% of PKS Advisory Services's portfolio in Q2 2026, its #368 holding.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.