VSQM
SJT

V-Square Quantitative Management’s San Juan Basin Royalty Trust SJT Stock Holding History

V-Square Quantitative 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
Q2 		– Sell
-11,430
Closed -$55K – 781
2026
Q1 		$55K Hold
11,430
– – 0.01% 581
2025
Q4 		$64.2K Buy
+11,430
New +$66.2K 0.01% 559

Other funds holding SJT

LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

V-Square Quantitative Management's SJT Position: Q2 2026 in Review

V-Square Quantitative Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 11,430 shares — an estimated $55K sold.

V-Square Quantitative Management first reported a position in SJT in Q4 2025 and held it in 2 quarters. The position peaked at $64.2K in Q4 2025. 14 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • V-Square Quantitative Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 11,430 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $55K.
  • V-Square Quantitative Management first reported a position in San Juan Basin Royalty Trust in Q4 2025 and held it in 2 quarters.
  • V-Square Quantitative Management's San Juan Basin Royalty Trust position peaked at $64.2K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.