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 Q2	–	Sell	-44,316	Closed	-$213K	–	1831
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

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's SJT Position: Q2 2026 in Review

Waverly Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q2 2026, closing a stake of 44,316 shares — an estimated $213K sold.

Waverly Advisors first reported a position in SJT in Q2 2023 and held it in 12 quarters. The position peaked at $299K in Q3 2023. 84 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Waverly Advisors reported no remaining San Juan Basin Royalty Trust position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 44,316 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $213K.
Waverly Advisors first reported a position in San Juan Basin Royalty Trust in Q2 2023 and held it in 12 quarters.
Waverly Advisors's San Juan Basin Royalty Trust position peaked at $299K in Q3 2023.
84 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.