Plante Moran Financial Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Plante Moran Financial 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 Q1	$948	Hold	197	–	–	﹤0.01%	666
2025 Q4	$1.11K	Hold	197	–	–	﹤0.01%	742
2025 Q3	$1.19K	Hold	197	–	–	﹤0.01%	691
2025 Q2	$1.18K	Hold	197	–	–	﹤0.01%	691
2025 Q1	$1.09K	Hold	197	–	–	﹤0.01%	718
2024 Q4	$755	Hold	197	–	–	﹤0.01%	832
2024 Q3	$725	Hold	197	–	–	﹤0.01%	797
2024 Q2	$796	Hold	197	–	–	﹤0.01%	733
2024 Q1	$1.04K	Hold	197	–	–	﹤0.01%	787
2023 Q4	$999	Hold	197	–	–	﹤0.01%	760
2023 Q3	$1.36K	Hold	197	–	–	﹤0.01%	679
2023 Q2	$1.46K	Hold	197	–	–	﹤0.01%	709
2023 Q1	$2.07K	Hold	197	–	–	﹤0.01%	706
2022 Q4	$2.25K	Hold	197	–	–	﹤0.01%	734
2022 Q3	$2K	Hold	197	–	–	﹤0.01%	796
2022 Q2	$2K	Hold	197	–	–	﹤0.01%	844
2022 Q1	$2K	Hold	197	–	–	﹤0.01%	749
2021 Q4	$1K	Hold	197	–	–	﹤0.01%	974
2021 Q3	$1K	Sell	197 -2	-1%	-$10	﹤0.01%	902
2021 Q2	$1K	Hold	199	–	–	﹤0.01%	918
2021 Q1	$1K	Sell	199 -119	-37%	-$449	﹤0.01%	975
2020 Q4	$1K	Sell	318 -182	-36%	-$564	﹤0.01%	851
2020 Q3	$1K	Hold	500	–	–	﹤0.01%	819
2020 Q2	$1K	Hold	500	–	–	﹤0.01%	717
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	705
2019 Q4	$1K	Hold	500	–	–	﹤0.01%	728
2019 Q3	$2K	Hold	500	–	–	﹤0.01%	789
2019 Q2	$2K	Hold	500	–	–	﹤0.01%	735
2019 Q1	$3K	Hold	500	–	–	﹤0.01%	692
2018 Q4	$2K	Hold	500	–	–	﹤0.01%	743
2018 Q3	$2K	Buy	+500	New	+$2.87K	﹤0.01%	707

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LSC

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

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Plante Moran Financial Advisors's SJT Position: Q1 2026 in Review

Plante Moran Financial Advisors held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 197 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Plante Moran Financial Advisors first reported a position in SJT in Q3 2018 and has held it in 31 quarters since. The position peaked at $3K in Q1 2019. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Plante Moran Financial Advisors held 197 shares of San Juan Basin Royalty Trust worth $948 as of Q1 2026.
Plante Moran Financial Advisors left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #666 holding.
Plante Moran Financial Advisors first reported a position in San Juan Basin Royalty Trust in Q3 2018 and has held it in 31 quarters since.
Plante Moran Financial Advisors's San Juan Basin Royalty Trust position peaked at $3K in Q1 2019.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.