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
Q2 		$818K Sell
254,805
-38,707
-13% -$156K ﹤0.01% 4143
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 $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial's SJT Position: Q2 2026 in Review

Raymond James Financial reduced its San Juan Basin Royalty Trust (SJT) stake by 13% in Q2 2026, selling an estimated $156K and leaving 254,805 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

Raymond James Financial first reported a position in SJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q2 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Raymond James Financial held 254,805 shares of San Juan Basin Royalty Trust worth $818K as of Q2 2026.
  • Raymond James Financial sold 38,707 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $156K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4143 holding.
  • Raymond James Financial first reported a position in San Juan Basin Royalty Trust in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's San Juan Basin Royalty Trust position peaked at $2.02M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.