UBS Group
SJT

UBS Group’s San Juan Basin Royalty Trust SJT Stock Holding History

UBS Group’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 		$95.2K Buy
19,796
+11,501
+139% +$63K ﹤0.01% 7025
2025
Q4 		$46.6K Sell
8,295
-21,356
-72% -$124K ﹤0.01% 7263
2025
Q3 		$179K Buy
29,651
+6,351
+27% +$37.3K ﹤0.01% 6734
2025
Q2 		$139K Sell
23,300
-29,238
-56% -$178K ﹤0.01% 6972
2025
Q1 		$291K Buy
52,538
+10,082
+24% +$47.5K ﹤0.01% 6273
2024
Q4 		$163K Buy
42,456
+32,321
+319% +$129K ﹤0.01% 6587
2024
Q3 		$37.5K Sell
10,135
-112,967
-92% -$423K ﹤0.01% 7007
2024
Q2 		$500K Buy
123,102
+119,974
+3,835% +$527K ﹤0.01% 5000
2024
Q1 		$16.5K Sell
3,128
-2,568
-45% -$13.4K ﹤0.01% 7001
2023
Q4 		$28.9K Buy
5,696
+2,571
+82% +$17.2K ﹤0.01% 6865
2023
Q3 		$21.7K Sell
3,125
-74,901
-96% -$539K ﹤0.01% 6765
2023
Q2 		$580K Sell
78,026
-130,536
-63% -$1.11M ﹤0.01% 4697
2023
Q1 		$2.19M Buy
208,562
+138,777
+199% +$1.44M ﹤0.01% 3320
2022
Q4 		$797K Buy
69,785
+34,114
+96% +$374K ﹤0.01% 4286
2022
Q3 		$335K Buy
35,671
+28,017
+366% +$330K ﹤0.01% 4684
2022
Q2 		$66K Buy
+7,654
New +$83.2K ﹤0.01% 5722
2022
Q1 		– Sell
-1,313
Closed -$8K – 10837
2021
Q4 		$8K Buy
+1,313
New +$8.23K ﹤0.01% 9054
2021
Q3 		– Sell
-600
Closed -$3K – 10034
2021
Q2 		$3K Buy
+600
New +$3.01K ﹤0.01% 8838
2021
Q1 		– Sell
-7,402
Closed -$20K – 9420
2020
Q4 		$20K Buy
7,402
+6,153
+493% +$19.1K ﹤0.01% 6949
2020
Q3 		$3K Buy
1,249
+249
+25% +$636 ﹤0.01% 7554
2020
Q2 		$2K Hold
1,000
– – ﹤0.01% 7653
2020
Q1 		$2K Sell
1,000
-6,511
-87% -$15.4K ﹤0.01% 7636
2019
Q4 		$19K Buy
7,511
+2,313
+44% +$5.85K ﹤0.01% 6903
2019
Q3 		$16K Sell
5,198
-11,615
-69% -$33.5K ﹤0.01% 6882
2019
Q2 		$65K Sell
16,813
-1,853
-10% -$8.2K ﹤0.01% 5691
2019
Q1 		$101K Buy
18,666
+690
+4% +$3.45K ﹤0.01% 5064
2018
Q4 		$86K Buy
17,976
+6,237
+53% +$32.9K ﹤0.01% 5660
2018
Q3 		$58K Sell
11,739
-4,436
-27% -$25.4K ﹤0.01% 6060
2018
Q2 		$93K Sell
16,175
-2,616
-14% -$17.6K ﹤0.01% 5496
2018
Q1 		$149K Buy
18,791
+5,102
+37% +$45.5K ﹤0.01% 4972
2017
Q4 		$113K Buy
13,689
+6,685
+95% +$52.7K ﹤0.01% 5268
2017
Q3 		$55K Sell
7,004
-4,277
-38% -$30K ﹤0.01% 5729
2017
Q2 		$77K Buy
11,281
+74
+0.7% +$535 ﹤0.01% 5341
2017
Q1 		$81K Sell
11,207
-3,907
-26% -$27.3K ﹤0.01% 5198
2016
Q4 		$100K Sell
15,114
-17,315
-53% -$109K ﹤0.01% 5286
2016
Q3 		$191K Sell
32,429
-17,603
-35% -$111K ﹤0.01% 4574
2016
Q2 		$363K Sell
50,032
-53,361
-52% -$345K ﹤0.01% 4137
2016
Q1 		$532K Sell
103,393
-2,544
-2% -$12.3K ﹤0.01% 3729
2015
Q4 		$439K Buy
105,937
+37,294
+54% +$247K ﹤0.01% 4060
2015
Q3 		$650K Buy
68,643
+5,419
+9% +$56.3K ﹤0.01% 3691
2015
Q2 		$679K Buy
63,224
+17,496
+38% +$194K ﹤0.01% 3872
2015
Q1 		$547K Buy
45,728
+21,576
+89% +$299K ﹤0.01% 4068
2014
Q4 		$344K Buy
+24,152
New +$409K ﹤0.01% 4539

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 $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

UBS Group's SJT Position: Q1 2026 in Review

UBS Group increased its San Juan Basin Royalty Trust (SJT) stake by 139% in Q1 2026, buying an estimated $63K and bringing the position to 19,796 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7025.

UBS Group first reported a position in SJT in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.19M in Q1 2023. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • UBS Group held 19,796 shares of San Juan Basin Royalty Trust worth $95.2K as of Q1 2026.
  • UBS Group bought 11,501 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $63K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7025 holding.
  • UBS Group first reported a position in San Juan Basin Royalty Trust in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's San Juan Basin Royalty Trust position peaked at $2.19M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.