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 Q3	$130K	Hold	35,508	–	–	﹤0.01%	313
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

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Greenfield Seitz Capital Management Dallas, Texas $346M AUM 27.05% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return

Welch Group's SJT Position: Q3 2026 in Review

Welch Group held its San Juan Basin Royalty Trust (SJT) position steady in Q3 2026 at 35,508 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Welch Group first reported a position in SJT in Q1 2025 and has held it in 7 quarters since. The position peaked at $144K in Q1 2026. 17 funds tracked by Wall St. Rank hold SJT as of Q3 2026.

Welch Group held 35,508 shares of San Juan Basin Royalty Trust worth $130K as of Q3 2026.
Welch Group left its San Juan Basin Royalty Trust share count unchanged in Q3 2026.
San Juan Basin Royalty Trust made up ﹤0.01% of Welch Group's portfolio in Q3 2026, its #313 holding.
Welch Group first reported a position in San Juan Basin Royalty Trust in Q1 2025 and has held it in 7 quarters since.
Welch Group's San Juan Basin Royalty Trust position peaked at $144K in Q1 2026.
17 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.