SPIA
SJT

Steward Partners Investment Advisory’s San Juan Basin Royalty Trust SJT Stock Holding History

Steward Partners Investment Advisory’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 		$8K Buy
1,662
+220
+15% +$1.21K ﹤0.01% 3636
2025
Q4 		$8.11K Buy
1,442
+405
+39% +$2.35K ﹤0.01% 3530
2025
Q3 		$6.26K Buy
1,037
+440
+74% +$2.59K ﹤0.01% 3578
2025
Q2 		$3.57K Hold
597
– – ﹤0.01% 3586
2025
Q1 		$3.3K Hold
597
– – ﹤0.01% 3508
2024
Q4 		$2.29K Hold
597
– – ﹤0.01% 3604
2024
Q3 		$2.21K Hold
597
– – ﹤0.01% 3421
2024
Q2 		$2.42K Hold
597
– – ﹤0.01% 3244
2024
Q1 		$3.16K Hold
597
– – ﹤0.01% 3177
2023
Q4 		$3.03K Hold
597
– – ﹤0.01% 3128
2023
Q3 		$4.14K Sell
597
-1,420
-70% -$10.2K ﹤0.01% 2888
2023
Q2 		$15K Hold
2,017
– – ﹤0.01% 2426
2023
Q1 		$21.2K Sell
2,017
-647
-24% -$6.72K ﹤0.01% 2228
2022
Q4 		$30.4K Buy
2,664
+36
+1% +$395 ﹤0.01% 2038
2022
Q3 		$25K Buy
2,628
+1,443
+122% +$17K ﹤0.01% 2118
2022
Q2 		$10K Buy
1,185
+16
+1% +$174 ﹤0.01% 2524
2022
Q1 		$10K Buy
1,169
+24
+2% +$168 ﹤0.01% 2674
2021
Q4 		$7K Sell
1,145
-128
-10% -$803 ﹤0.01% 2739
2021
Q3 		$6K Buy
1,273
+10
+0.8% +$48 ﹤0.01% 2770
2021
Q2 		$6K Sell
1,263
-730
-37% -$3.66K ﹤0.01% 6445
2021
Q1 		$7.89K Buy
1,993
+15
+0.8% +$57 ﹤0.01% 2874
2020
Q4 		$5K Buy
1,978
+6
+0.3% +$19 ﹤0.01% 2532
2020
Q3 		$5K Hold
1,972
– – ﹤0.01% 2386
2020
Q2 		$4K Sell
1,972
-291
-13% -$732 ﹤0.01% 2341
2020
Q1 		$4K Sell
2,263
-85
-4% -$201 ﹤0.01% 2159
2019
Q4 		$5K Buy
2,348
+63
+3% +$159 ﹤0.01% 2249
2019
Q3 		$6K Sell
2,285
-1,000
-30% -$2.88K ﹤0.01% 2206
2019
Q2 		$12K Buy
+3,285
New +$14.5K ﹤0.01% 1905
2018
Q4 		– Sell
-3,320
Closed -$16K – 1930
2018
Q3 		$16K Sell
3,320
-1,479
-31% -$8.47K ﹤0.01% 1664
2018
Q2 		$28K Sell
4,799
-58,790
-92% -$395K ﹤0.01% 1334
2018
Q1 		$502K Buy
63,589
+60,409
+1,900% +$538K 0.03% 424
2017
Q4 		$26K Buy
3,180
+48
+2% +$379 ﹤0.01% 1033
2017
Q3 		$24K Buy
3,132
+1,021
+48% +$7.16K ﹤0.01% 893
2017
Q2 		$14K Sell
2,111
-1,433
-40% -$10.4K ﹤0.01% 971
2017
Q1 		$25K Buy
+3,544
New +$24.7K ﹤0.01% 703

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

Steward Partners Investment Advisory's SJT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its San Juan Basin Royalty Trust (SJT) stake by 15% in Q1 2026, buying an estimated $1.21K and bringing the position to 1,662 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Steward Partners Investment Advisory first reported a position in SJT in Q1 2017 and has held it in 35 quarters since. The position peaked at $502K in Q1 2018. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Steward Partners Investment Advisory held 1,662 shares of San Juan Basin Royalty Trust worth $8K as of Q1 2026.
  • Steward Partners Investment Advisory bought 220 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.21K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3636 holding.
  • Steward Partners Investment Advisory first reported a position in San Juan Basin Royalty Trust in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's San Juan Basin Royalty Trust position peaked at $502K in Q1 2018.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.