Principia Wealth Advisory’s San Juan Basin Royalty Trust SJT Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$2.98M	Sell	531,022 -47,734	-8%	-$276K	1.87%	15
2025 Q3	$3.5M	Sell	578,756 -62,723	-10%	-$369K	2.49%	14
2025 Q2	$3.83M	Sell	641,479 -12,288	-2%	-$74.6K	3.25%	10
2025 Q1	$3.35M	Buy	653,767 +632,700	+3,003%	+$2.98M	3.23%	12
2024 Q4	$80.7K	Buy	+21,067	New	+$84.3K	0.08%	74

Other funds holding SJT

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

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

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

Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return