SS
SJT

Sunbelt Securities’s San Juan Basin Royalty Trust SJT Stock Holding History

Sunbelt Securities’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 		$6.13K Hold
1,275
– – ﹤0.01% 1620
2025
Q4 		$7.17K Hold
1,275
– – ﹤0.01% 1527
2025
Q3 		$7.7K Hold
1,275
– – ﹤0.01% 1508
2025
Q2 		$4.88K Hold
1,275
– – ﹤0.01% 1451
2025
Q1 		$7.05K Hold
1,275
– – ﹤0.01% 1338
2024
Q4 		$4.92K Sell
1,275
-1,200
-48% -$4.8K ﹤0.01% 1451
2024
Q3 		$9.16K Buy
2,475
+1,275
+106% +$4.77K ﹤0.01% 1305
2024
Q2 		$4.87K Hold
1,200
– – ﹤0.01% 1406
2024
Q1 		$6.35K Hold
1,200
– – ﹤0.01% 1323
2023
Q4 		$6.1K Hold
1,200
– – ﹤0.01% 1271
2023
Q3 		$8.32K Sell
1,200
-2,647
-69% -$19.1K ﹤0.01% 1198
2023
Q2 		$28.5K Buy
3,847
+181
+5% +$1.53K ﹤0.01% 933
2023
Q1 		$37.2K Buy
+3,666
New +$38.1K 0.01% 806
2020
Q1 		– Sell
-11,068
Closed -$28K – 610
2019
Q4 		$28K Sell
11,068
-200
-2% -$506 ﹤0.01% 606
2019
Q3 		$34K Buy
+11,268
New +$32.5K ﹤0.01% 574

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

Sunbelt Securities's SJT Position: Q1 2026 in Review

Sunbelt Securities held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 1,275 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Sunbelt Securities first reported a position in SJT in Q3 2019 and has held it in 15 quarters since. The position peaked at $37.2K in Q1 2023. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Sunbelt Securities held 1,275 shares of San Juan Basin Royalty Trust worth $6.13K as of Q1 2026.
  • Sunbelt Securities left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1620 holding.
  • Sunbelt Securities first reported a position in San Juan Basin Royalty Trust in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's San Juan Basin Royalty Trust position peaked at $37.2K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.