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
2015
Q2 		– Sell
-24,800
Closed -$297K – 8784
2015
Q1 		$297K Buy
+24,800
New +$343K ﹤0.01% 4565

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.