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 $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's SJT Position: Q2 2026 in Review

UBS Group increased its San Juan Basin Royalty Trust (SJT) stake by 355% in Q2 2026, buying an estimated $283K and bringing the position to 90,159 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #6575.

UBS Group first reported a position in SJT in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.19M in Q1 2023. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • UBS Group held 90,159 shares of San Juan Basin Royalty Trust worth $289K as of Q2 2026.
  • UBS Group bought 70,363 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $283K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6575 holding.
  • UBS Group first reported a position in San Juan Basin Royalty Trust in Q4 2014 and has held it in 44 quarters since.
  • UBS Group's San Juan Basin Royalty Trust position peaked at $2.19M in Q1 2023.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.