SouthState Corp’s San Juan Basin Royalty Trust SJT Stock Holding History

SouthState Corp’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	$9.6K	Hold	2,000	–	–	﹤0.01%	662
2025 Q4	$11.2K	Hold	2,000	–	–	﹤0.01%	664
2025 Q3	$12.1K	Hold	2,000	–	–	﹤0.01%	637
2025 Q2	$11.9K	Hold	2,000	–	–	﹤0.01%	746
2025 Q1	$11K	Hold	2,000	–	–	﹤0.01%	813
2024 Q4	$7.66K	Hold	2,000	–	–	﹤0.01%	522
2024 Q3	$7.36K	Hold	2,000	–	–	﹤0.01%	497
2024 Q2	$8.08K	Hold	2,000	–	–	﹤0.01%	505
2024 Q1	$10.6K	Hold	2,000	–	–	﹤0.01%	503
2023 Q4	$10.1K	Hold	2,000	–	–	﹤0.01%	468
2023 Q3	$13.8K	Hold	2,000	–	–	﹤0.01%	435
2023 Q2	$14.8K	Hold	2,000	–	–	﹤0.01%	443
2023 Q1	$21K	Hold	2,000	–	–	﹤0.01%	435
2022 Q4	$22.8K	Hold	2,000	–	–	﹤0.01%	456
2022 Q3	$19K	Hold	2,000	–	–	﹤0.01%	467
2022 Q2	$17K	Hold	2,000	–	–	﹤0.01%	517
2022 Q1	$17K	Hold	2,000	–	–	﹤0.01%	550
2021 Q4	$12K	Hold	2,000	–	–	﹤0.01%	548
2021 Q3	$10K	Hold	2,000	–	–	﹤0.01%	487
2021 Q2	$10K	Hold	2,000	–	–	﹤0.01%	332
2021 Q1	$8K	Hold	2,000	–	–	﹤0.01%	324
2020 Q4	$5K	Hold	2,000	–	–	﹤0.01%	321
2020 Q3	$5K	Buy	+2,000	New	+$5.11K	﹤0.01%	323

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 $140M AUM 53.13% 1-Year Est. Return

MTC

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

SouthState Corp's SJT Position: Q1 2026 in Review

SouthState Corp held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 2,000 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

SouthState Corp first reported a position in SJT in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.8K in Q4 2022. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

SouthState Corp held 2,000 shares of San Juan Basin Royalty Trust worth $9.6K as of Q1 2026.
SouthState Corp left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #662 holding.
SouthState Corp first reported a position in San Juan Basin Royalty Trust in Q3 2020 and has held it in 23 quarters since.
SouthState Corp's San Juan Basin Royalty Trust position peaked at $22.8K in Q4 2022.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.