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

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

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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.

33 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.
33 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.