S
SJT

SignatureFD’s San Juan Basin Royalty Trust SJT Stock Holding History

SignatureFD’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
2025
Q2 		– Sell
-200
Closed -$1.1K – 3411
2025
Q1 		$1.1K Hold
200
– – ﹤0.01% 3015
2024
Q4 		$766 Hold
200
– – ﹤0.01% 3076
2024
Q3 		$736 Hold
200
– – ﹤0.01% 3047
2024
Q2 		$808 Hold
200
– – ﹤0.01% 2930
2024
Q1 		$1.06K Sell
200
-677
-77% -$3.53K ﹤0.01% 2940
2023
Q4 		$4.45K Buy
877
+113
+15% +$755 ﹤0.01% 2536
2023
Q3 		$5.29K Sell
764
-715
-48% -$5.15K ﹤0.01% 2467
2023
Q2 		$11K Buy
1,479
+697
+89% +$5.91K ﹤0.01% 2191
2023
Q1 		$8.23K Sell
782
-364
-32% -$3.78K ﹤0.01% 2297
2022
Q4 		$13.1K Sell
1,146
-17
-1% -$187 ﹤0.01% 2011
2022
Q3 		$11K Buy
1,163
+564
+94% +$6.64K ﹤0.01% 2047
2022
Q2 		$5K Hold
599
– – ﹤0.01% 2461
2022
Q1 		$5K Buy
+599
New +$4.19K ﹤0.01% 2510
2013
Q3 		– Sell
-500
Closed -$8K – 748
2013
Q2 		$8K Buy
+500
New +$7.72K ﹤0.01% 356

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SignatureFD's SJT Position: Q2 2025 in Review

SignatureFD sold out of San Juan Basin Royalty Trust (SJT) in Q2 2025, closing a stake of 200 shares — an estimated $1.1K sold.

SignatureFD first reported a position in SJT in Q2 2013 and held it in 14 quarters. The position peaked at $13.1K in Q4 2022. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2025.

  • SignatureFD reported no remaining San Juan Basin Royalty Trust position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 200 San Juan Basin Royalty Trust shares in Q2 2025, an estimated $1.1K.
  • SignatureFD first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 14 quarters.
  • SignatureFD's San Juan Basin Royalty Trust position peaked at $13.1K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.