Private Advisor Group
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Private Advisor Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Private Advisor Group’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 		– Sell
-15,712
Closed -$75.4K – 2865
2026
Q1 		$75.4K Buy
15,712
+212
+1% +$1.16K ﹤0.01% 2557
2025
Q4 		$87.1K Buy
15,500
+158
+1% +$915 ﹤0.01% 2488
2025
Q3 		$92.7K Sell
15,342
-47
-0.3% -$276 ﹤0.01% 2418
2025
Q2 		$91.9K Buy
+15,389
New +$93.4K ﹤0.01% 2321
2025
Q1 		– Sell
-26,633
Closed -$102K – 2406
2024
Q4 		$102K Buy
+26,633
New +$107K ﹤0.01% 2173
2020
Q3 		– Sell
-279
Closed -$1K – 3127
2020
Q2 		$1K Buy
+279
New +$702 ﹤0.01% 3752
2018
Q4 		– Sell
-16,230
Closed -$80K – 1564
2018
Q3 		$80K Buy
+16,230
New +$93K ﹤0.01% 1551
2018
Q2 		– Sell
-10,622
Closed -$84K – 1433
2018
Q1 		$84K Buy
+10,622
New +$94.7K ﹤0.01% 1115
2015
Q1 		– Sell
-10,571
Closed -$151K – 1066
2014
Q4 		$151K Buy
10,571
+138
+1% +$2.34K 0.01% 903
2014
Q3 		$198K Sell
10,433
-200
-2% -$3.73K 0.01% 849
2014
Q2 		$205K Buy
10,633
+200
+2% +$3.76K 0.02% 794
2014
Q1 		$184K Buy
+10,433
New +$181K 0.02% 719

Other funds holding SJT

Horizon Kinetics Asset Management
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
Cannell Capital
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Advisor Group's SJT Position: Q2 2026 in Review

Private Advisor Group sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 15,712 shares — an estimated $75.4K sold.

Private Advisor Group first reported a position in SJT in Q1 2014 and held it in 12 quarters. The position peaked at $205K in Q2 2014. 84 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Private Advisor Group reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 15,712 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $75.4K.
  • Private Advisor Group first reported a position in San Juan Basin Royalty Trust in Q1 2014 and held it in 12 quarters.
  • Private Advisor Group's San Juan Basin Royalty Trust position peaked at $205K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.