TAM
SJT

Tucker Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Tucker Asset Management’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 		– Sell
-264
Closed -$1.49K – 913
2025
Q4 		$1.49K Buy
+264
New +$1.53K ﹤0.01% 889
2025
Q1 		– Sell
-264
Closed -$1.01K – 826
2024
Q4 		$1.01K Hold
264
– – ﹤0.01% 1327
2024
Q3 		$973 Hold
264
– – ﹤0.01% 1275
2024
Q2 		$1.07K Sell
264
-865
-77% -$3.8K ﹤0.01% 1432
2024
Q1 		$5.98K Sell
1,129
-296
-21% -$1.54K ﹤0.01% 1018
2023
Q4 		$7.22K Buy
1,425
+205
+17% +$1.37K ﹤0.01% 789
2023
Q3 		$8.43K Buy
1,220
+309
+34% +$2.23K ﹤0.01% 696
2023
Q2 		$6.77K Buy
+911
New +$7.73K ﹤0.01% 613

Other funds holding SJT

HKAM
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
ATPW
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Tucker Asset Management's SJT Position: Q1 2026 in Review

Tucker Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q1 2026, closing a stake of 264 shares — an estimated $1.49K sold.

Tucker Asset Management first reported a position in SJT in Q2 2023 and held it in 8 quarters. The position peaked at $8.43K in Q3 2023. 89 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Tucker Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 264 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.49K.
  • Tucker Asset Management first reported a position in San Juan Basin Royalty Trust in Q2 2023 and held it in 8 quarters.
  • Tucker Asset Management's San Juan Basin Royalty Trust position peaked at $8.43K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.