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
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 $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 $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Rothschild Investment LLC's SJT Position: Q1 2026 in Review

Rothschild Investment LLC increased its San Juan Basin Royalty Trust (SJT) stake by 17% in Q1 2026, buying an estimated $2.19K and bringing the position to 2,737 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Rothschild Investment LLC first reported a position in SJT in Q2 2013 and has held it in 20 quarters since. The position peaked at $932K in Q2 2013. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Rothschild Investment LLC held 2,737 shares of San Juan Basin Royalty Trust worth $13.2K as of Q1 2026.
  • Rothschild Investment LLC bought 400 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $2.19K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1585 holding.
  • Rothschild Investment LLC first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 20 quarters since.
  • Rothschild Investment LLC's San Juan Basin Royalty Trust position peaked at $932K in Q2 2013.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.