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 Q2	$37K	Sell	11,500 -2,000	-15%	-$8.05K	﹤0.01%	1299
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 $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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Wedbush Securities's SJT Position: Q2 2026 in Review

Wedbush Securities reduced its San Juan Basin Royalty Trust (SJT) stake by 15% in Q2 2026, selling an estimated $8.05K and leaving 11,500 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Wedbush Securities first reported a position in SJT in Q2 2016 and has held it in 11 quarters since. The position peaked at $82K in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Wedbush Securities held 11,500 shares of San Juan Basin Royalty Trust worth $37K as of Q2 2026.
Wedbush Securities sold 2,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $8.05K.
San Juan Basin Royalty Trust made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1299 holding.
Wedbush Securities first reported a position in San Juan Basin Royalty Trust in Q2 2016 and has held it in 11 quarters since.
Wedbush Securities's San Juan Basin Royalty Trust position peaked at $82K in Q3 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.