WA
SJT

Waverly Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Waverly Advisors’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 		$213K Buy
44,316
+1,000
+2% +$5.48K ﹤0.01% 1464
2025
Q4 		$243K Hold
43,316
– – ﹤0.01% 1305
2025
Q3 		$262K Hold
43,316
– – ﹤0.01% 1097
2025
Q2 		$259K Hold
43,316
– – ﹤0.01% 1026
2025
Q1 		$239K Hold
43,316
– – ﹤0.01% 1002
2024
Q4 		$166K Hold
43,316
– – ﹤0.01% 949
2024
Q3 		$159K Hold
43,316
– – ﹤0.01% 782
2024
Q2 		$175K Hold
43,316
– – ﹤0.01% 775
2024
Q1 		$230K Buy
43,316
+66
+0.2% +$344 0.01% 626
2023
Q4 		$219K Hold
43,250
– – 0.01% 405
2023
Q3 		$299K Buy
43,250
+3,000
+7% +$21.6K 0.01% 325
2023
Q2 		$298K Buy
+40,250
New +$341K 0.01% 300

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

Waverly Advisors's SJT Position: Q1 2026 in Review

Waverly Advisors increased its San Juan Basin Royalty Trust (SJT) stake by 2.3% in Q1 2026, buying an estimated $5.48K and bringing the position to 44,316 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Waverly Advisors first reported a position in SJT in Q2 2023 and has held it in 12 quarters since. The position peaked at $299K in Q3 2023. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Waverly Advisors held 44,316 shares of San Juan Basin Royalty Trust worth $213K as of Q1 2026.
  • Waverly Advisors bought 1,000 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $5.48K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1464 holding.
  • Waverly Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's San Juan Basin Royalty Trust position peaked at $299K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.