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SevenBridge Financial Group’s San Juan Basin Royalty Trust SJT Stock Holding History

SevenBridge Financial Group’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 		$38K Buy
15,000
+5,000
+50% +$20.1K 0.01% 209
2026
Q1 		$44.8K Buy
+10,000
New +$54.8K 0.01% 199

Other funds holding SJT

Horizon Kinetics Asset Management
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
Ashton Thomas Private Wealth
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

SevenBridge Financial Group's SJT Position: Q2 2026 in Review

SevenBridge Financial Group increased its San Juan Basin Royalty Trust (SJT) stake by 50% in Q2 2026, buying an estimated $20.1K and bringing the position to 15,000 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #209.

SevenBridge Financial Group first reported a position in SJT in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.8K in Q1 2026. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • SevenBridge Financial Group held 15,000 shares of San Juan Basin Royalty Trust worth $38K as of Q2 2026.
  • SevenBridge Financial Group bought 5,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $20.1K.
  • San Juan Basin Royalty Trust made up 0.01% of SevenBridge Financial Group's portfolio in Q2 2026, its #209 holding.
  • SevenBridge Financial Group first reported a position in San Juan Basin Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • SevenBridge Financial Group's San Juan Basin Royalty Trust position peaked at $44.8K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.