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
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 $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MPM

Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PWA

Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tucker Asset Management's SJT Position: Q4 2025 in Review

Tucker Asset Management opened a new position in San Juan Basin Royalty Trust (SJT) in Q4 2025: 264 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SJT as recently as Q4 2024.

Tucker Asset Management first reported a position in SJT in Q2 2023 and has held it in 8 quarters since. The position peaked at $8.43K in Q3 2023. 89 funds tracked by Wall St. Rank hold SJT as of Q4 2025.

Tucker Asset Management held 264 shares of San Juan Basin Royalty Trust worth $1.49K as of Q4 2025.
San Juan Basin Royalty Trust was a new Tucker Asset Management position in Q4 2025.
San Juan Basin Royalty Trust made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #889 holding.
Tucker Asset Management first reported a position in San Juan Basin Royalty Trust in Q2 2023 and has held it in 8 quarters since.
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 Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.