Roundview Capital’s San Juan Basin Royalty Trust SJT Stock Holding History

Roundview Capital’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	$144K	Hold	30,000	–	–	0.01%	338
2025 Q4	$169K	Hold	30,000	–	–	0.01%	327
2025 Q3	$181K	Hold	30,000	–	–	0.01%	330
2025 Q2	$179K	Hold	30,000	–	–	0.01%	318
2025 Q1	$166K	Hold	30,000	–	–	0.01%	312
2024 Q4	$115K	Hold	30,000	–	–	0.01%	325
2024 Q3	$110K	Hold	30,000	–	–	0.01%	331
2024 Q2	$121K	Hold	30,000	–	–	0.01%	316
2024 Q1	$159K	Hold	30,000	–	–	0.01%	313
2023 Q4	$152K	Hold	30,000	–	–	0.01%	302
2023 Q3	$207K	Hold	30,000	–	–	0.02%	298
2023 Q2	$222K	Sell	30,000 -10,000	-25%	-$84.8K	0.02%	295
2023 Q1	$420K	Hold	40,000	–	–	0.04%	249
2022 Q4	$456K	Sell	40,000 -10,000	-20%	-$110K	0.05%	234
2022 Q3	$470K	Hold	50,000	–	–	0.06%	216
2022 Q2	$434K	Sell	50,000 -5,000	-9%	-$54.3K	0.05%	226
2022 Q1	$480K	Sell	55,000 -35,000	-39%	-$245K	0.05%	231
2021 Q4	$547K	Sell	90,000 -10,000	-10%	-$62.7K	0.05%	230
2021 Q3	$507K	Hold	100,000	–	–	0.06%	230
2021 Q2	$516K	Hold	100,000	–	–	0.06%	223
2021 Q1	$396K	Hold	100,000	–	–	0.05%	232
2020 Q4	$267K	Hold	100,000	–	–	0.04%	232
2020 Q3	$252K	Hold	100,000	–	–	0.04%	225
2020 Q2	$228K	Buy	100,000 +75,000	+300%	+$189K	0.04%	227
2020 Q1	$53K	Buy	+25,000	New	+$59.1K	0.01%	219

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Roundview Capital's SJT Position: Q1 2026 in Review

Roundview Capital held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 30,000 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #338.

Roundview Capital first reported a position in SJT in Q1 2020 and has held it in 25 quarters since. The position peaked at $547K in Q4 2021. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Roundview Capital held 30,000 shares of San Juan Basin Royalty Trust worth $144K as of Q1 2026.
Roundview Capital left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
San Juan Basin Royalty Trust made up 0.01% of Roundview Capital's portfolio in Q1 2026, its #338 holding.
Roundview Capital first reported a position in San Juan Basin Royalty Trust in Q1 2020 and has held it in 25 quarters since.
Roundview Capital's San Juan Basin Royalty Trust position peaked at $547K in Q4 2021.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.