PAG
SJT

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

LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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. 14 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.
  • 14 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.