Raymond James Financial
SJT

Raymond James Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

Raymond James Financial’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 		$1.41M Sell
293,512
-52,600
-15% -$288K ﹤0.01% 3615
2025
Q4 		$1.95M Buy
346,112
+39,380
+13% +$228K ﹤0.01% 3299
2025
Q3 		$1.85M Sell
306,732
-31,330
-9% -$184K ﹤0.01% 3226
2025
Q2 		$2.02M Buy
338,062
+40,363
+14% +$245K ﹤0.01% 3076
2025
Q1 		$1.65M Buy
297,699
+93,202
+46% +$439K ﹤0.01% 3130
2024
Q4 		$783K Buy
+204,497
New +$818K ﹤0.01% 3616

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
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
CC
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return