PWA
SJT

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
2026
Q1 		– Sell
-531,022
Closed -$2.98M – 1077
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 2.41% 14
2025
Q2 		$3.83M Sell
641,479
-12,288
-2% -$74.6K 3.24% 10
2025
Q1 		$3.35M Buy
653,767
+632,700
+3,003% +$2.98M 3.21% 12
2024
Q4 		$80.7K Buy
+21,067
New +$84.3K 0.08% 74

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Principia Wealth Advisory's SJT Position: Q1 2026 in Review

Principia Wealth Advisory sold out of San Juan Basin Royalty Trust (SJT) in Q1 2026, closing a stake of 531,022 shares — an estimated $2.98M sold.

Principia Wealth Advisory first reported a position in SJT in Q4 2024 and held it in 5 quarters. The position peaked at $3.83M in Q2 2025. 89 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Principia Wealth Advisory reported no remaining San Juan Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 531,022 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $2.98M.
  • Principia Wealth Advisory first reported a position in San Juan Basin Royalty Trust in Q4 2024 and held it in 5 quarters.
  • Principia Wealth Advisory's San Juan Basin Royalty Trust position peaked at $3.83M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.