Wedbush Securities’s San Juan Basin Royalty Trust SJT Stock Holding History

Wedbush Securities’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	$65K	Hold	13,500	–	–	﹤0.01%	1213
2025 Q4	$76K	Hold	13,500	–	–	﹤0.01%	1180
2025 Q3	$82K	Hold	13,500	–	–	﹤0.01%	1137
2025 Q2	$81K	Buy	13,500 +1,500	+13%	+$9.11K	﹤0.01%	1116
2025 Q1	$66K	Hold	12,000	–	–	﹤0.01%	1082
2024 Q4	$46K	Hold	12,000	–	–	﹤0.01%	1115
2024 Q3	$44K	Buy	+12,000	New	+$44.9K	﹤0.01%	1080
2017 Q1	–	Sell	-12,093	Closed	-$80K	–	877
2016 Q4	$80K	Buy	12,093 +895	+8%	+$5.64K	0.01%	760
2016 Q3	$66K	Buy	11,198 +33	+0.3%	+$207	0.01%	773
2016 Q2	$81K	Buy	+11,165	New	+$72.1K	0.01%	709

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Wedbush Securities's SJT Position: Q1 2026 in Review

Wedbush Securities held its San Juan Basin Royalty Trust (SJT) position steady in Q1 2026 at 13,500 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Wedbush Securities first reported a position in SJT in Q2 2016 and has held it in 10 quarters since. The position peaked at $82K in Q3 2025. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Wedbush Securities held 13,500 shares of San Juan Basin Royalty Trust worth $65K as of Q1 2026.
Wedbush Securities left its San Juan Basin Royalty Trust share count unchanged in Q1 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of Wedbush Securities's portfolio in Q1 2026, its #1213 holding.
Wedbush Securities first reported a position in San Juan Basin Royalty Trust in Q2 2016 and has held it in 10 quarters since.
Wedbush Securities's San Juan Basin Royalty Trust position peaked at $82K in Q3 2025.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.