Welch Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Welch Group’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	$114K	Buy	35,508 +5,500	+18%	+$22.1K	﹤0.01%	318
2026 Q1	$144K	Buy	30,008 +8,000	+36%	+$43.8K	0.01%	299
2025 Q4	$124K	Hold	22,008	–	–	﹤0.01%	301
2025 Q3	$133K	Hold	22,008	–	–	0.01%	289
2025 Q2	$131K	Hold	22,008	–	–	0.01%	268
2025 Q1	$121K	Buy	+22,008	New	+$104K	0.01%	253

Other funds holding SJT

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Welch Group's SJT Position: Q2 2026 in Review

Welch Group increased its San Juan Basin Royalty Trust (SJT) stake by 18% in Q2 2026, buying an estimated $22.1K and bringing the position to 35,508 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Welch Group first reported a position in SJT in Q1 2025 and has held it in 6 quarters since. The position peaked at $144K in Q1 2026. 14 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Welch Group held 35,508 shares of San Juan Basin Royalty Trust worth $114K as of Q2 2026.
Welch Group bought 5,500 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $22.1K.
San Juan Basin Royalty Trust made up ﹤0.01% of Welch Group's portfolio in Q2 2026, its #318 holding.
Welch Group first reported a position in San Juan Basin Royalty Trust in Q1 2025 and has held it in 6 quarters since.
Welch Group's San Juan Basin Royalty Trust position peaked at $144K in Q1 2026.
14 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.