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
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

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

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. 82 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.
  • 82 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.