RIL
SJT

Rothschild Investment LLC’s San Juan Basin Royalty Trust SJT Stock Holding History

Rothschild Investment LLC’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 		$8.79K Hold
2,737
– – ﹤0.01% 1963
2026
Q1 		$13.2K Buy
2,737
+400
+17% +$2.19K ﹤0.01% 1585
2025
Q4 		$13.1K Hold
2,337
– – ﹤0.01% 1484
2025
Q3 		$14.1K Sell
2,337
-200
-8% -$1.18K ﹤0.01% 1337
2025
Q2 		$15.2K Hold
2,537
– – ﹤0.01% 1097
2025
Q1 		$14K Hold
2,537
– – ﹤0.01% 1086
2024
Q4 		$9.72K Hold
2,537
– – ﹤0.01% 1152
2024
Q3 		$9.39K Hold
2,537
– – ﹤0.01% 1150
2024
Q2 		$10.3K Hold
2,537
– – ﹤0.01% 1101
2024
Q1 		$13.4K Hold
2,537
– – ﹤0.01% 1005
2023
Q4 		$12.9K Buy
+2,537
New +$17K ﹤0.01% 946
2015
Q4 		– Sell
-12,700
Closed -$120K – 506
2015
Q3 		$120K Sell
12,700
-1,100
-8% -$11.4K 0.02% 457
2015
Q2 		$148K Hold
13,800
– – 0.02% 479
2015
Q1 		$165K Sell
13,800
-2,275
-14% -$31.5K 0.02% 466
2014
Q4 		$229K Sell
16,075
-12,625
-44% -$214K 0.03% 434
2014
Q3 		$545K Sell
28,700
-1,300
-4% -$24.2K 0.07% 282
2014
Q2 		$579K Sell
30,000
-6,350
-17% -$119K 0.07% 241
2014
Q1 		$642K Sell
36,350
-1,450
-4% -$25.2K 0.09% 227
2013
Q4 		$633K Sell
37,800
-4,600
-11% -$75.6K 0.09% 232
2013
Q3 		$678K Sell
42,400
-15,640
-27% -$257K 0.1% 203
2013
Q2 		$932K Buy
+58,040
New +$896K 0.15% 141

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rothschild Investment LLC's SJT Position: Q2 2026 in Review

Rothschild Investment LLC held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 2,737 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Rothschild Investment LLC first reported a position in SJT in Q2 2013 and has held it in 21 quarters since. The position peaked at $932K in Q2 2013. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Rothschild Investment LLC held 2,737 shares of San Juan Basin Royalty Trust worth $8.79K as of Q2 2026.
  • Rothschild Investment LLC left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1963 holding.
  • Rothschild Investment LLC first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 21 quarters since.
  • Rothschild Investment LLC's San Juan Basin Royalty Trust position peaked at $932K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.