Wells Fargo
SJT

Wells Fargo’s San Juan Basin Royalty Trust SJT Stock Holding History

Wells Fargo’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 		$358K Sell
74,424
-238
-0.3% -$1.3K ﹤0.01% 4332
2025
Q4 		$420K Sell
74,662
-1,615
-2% -$9.35K ﹤0.01% 4619
2025
Q3 		$461K Sell
76,277
-3,063
-4% -$18K ﹤0.01% 4365
2025
Q2 		$474K Sell
79,340
-8,775
-10% -$53.3K ﹤0.01% 4187
2025
Q1 		$487K Sell
88,115
-4,531
-5% -$21.4K ﹤0.01% 4113
2024
Q4 		$355K Sell
92,646
-22,053
-19% -$88.2K ﹤0.01% 4415
2024
Q3 		$424K Sell
114,699
-144,626
-56% -$541K ﹤0.01% 4106
2024
Q2 		$1.05M Sell
259,325
-58,649
-18% -$258K ﹤0.01% 3456
2024
Q1 		$1.68M Buy
317,974
+32,081
+11% +$167K ﹤0.01% 3113
2023
Q4 		$1.45M Buy
285,893
+77,645
+37% +$519K ﹤0.01% 3155
2023
Q3 		$1.44M Buy
208,248
+109,250
+110% +$787K ﹤0.01% 3043
2023
Q2 		$736K Sell
98,998
-71,204
-42% -$604K ﹤0.01% 3669
2023
Q1 		$1.79M Sell
170,202
-11,689
-6% -$121K ﹤0.01% 2960
2022
Q4 		$2.08M Buy
181,891
+55,800
+44% +$612K ﹤0.01% 2754
2022
Q3 		$1.19M Sell
126,091
-18,663
-13% -$220K ﹤0.01% 3125
2022
Q2 		$1.26M Sell
144,754
-15,603
-10% -$170K ﹤0.01% 3145
2022
Q1 		$1.41M Buy
160,357
+120
+0.1% +$840 ﹤0.01% 3603
2021
Q4 		$976K Buy
160,237
+14,517
+10% +$91K ﹤0.01% 4129
2021
Q3 		$737K Buy
145,720
+8,914
+7% +$43.2K ﹤0.01% 4436
2021
Q2 		$704K Sell
136,806
-114,615
-46% -$575K ﹤0.01% 4435
2021
Q1 		$996K Sell
251,421
-14,542
-5% -$54.9K ﹤0.01% 4251
2020
Q4 		$710K Buy
265,963
+9,959
+4% +$30.9K ﹤0.01% 4274
2020
Q3 		$643K Buy
256,004
+9,925
+4% +$25.4K ﹤0.01% 4172
2020
Q2 		$561K Buy
246,079
+938
+0.4% +$2.36K ﹤0.01% 4245
2020
Q1 		$514K Sell
245,141
-1
-0% -$2 ﹤0.01% 4015
2019
Q4 		$623K Sell
245,142
-8,459
-3% -$21.4K ﹤0.01% 4194
2019
Q3 		$766K Buy
253,601
+282
+0.1% +$813 ﹤0.01% 4046
2019
Q2 		$971K Buy
253,319
+5,168
+2% +$22.9K ﹤0.01% 3885
2019
Q1 		$1.33M Buy
248,151
+10,999
+5% +$55K ﹤0.01% 3670
2018
Q4 		$1.14M Sell
237,152
-5,500
-2% -$29K ﹤0.01% 3745
2018
Q3 		$1.2M Sell
242,652
-3,239
-1% -$18.6K ﹤0.01% 3823
2018
Q2 		$1.42M Buy
245,891
+96,545
+65% +$648K ﹤0.01% 3723
2018
Q1 		$1.18M Sell
149,346
-17,467
-10% -$156K ﹤0.01% 3787
2017
Q4 		$1.37M Sell
166,813
-1,483
-0.9% -$11.7K ﹤0.01% 3677
2017
Q3 		$1.32M Buy
168,296
+147,868
+724% +$1.04M ﹤0.01% 3640
2017
Q2 		$139K Buy
20,428
+10,567
+107% +$76.5K ﹤0.01% 5003
2017
Q1 		$71K Buy
9,861
+1,724
+21% +$12K ﹤0.01% 5334
2016
Q4 		$54K Sell
8,137
-3,147
-28% -$19.8K ﹤0.01% 5356
2016
Q3 		$67K Sell
11,284
-3,509
-24% -$22K ﹤0.01% 5151
2016
Q2 		$108K Sell
14,793
-88,187
-86% -$570K ﹤0.01% 4777
2016
Q1 		$530K Sell
102,980
-46,628
-31% -$226K ﹤0.01% 3836
2015
Q4 		$620K Buy
149,608
+20,942
+16% +$139K ﹤0.01% 3787
2015
Q3 		$1.22M Buy
128,666
+19,747
+18% +$205K ﹤0.01% 3368
2015
Q2 		$1.17M Sell
108,919
-4,398
-4% -$48.8K ﹤0.01% 3482
2015
Q1 		$1.36M Buy
113,317
+16,477
+17% +$228K ﹤0.01% 3314
2014
Q4 		$1.38M Buy
96,840
+13,710
+16% +$232K ﹤0.01% 3291
2014
Q3 		$1.58M Buy
83,130
+2,619
+3% +$48.8K ﹤0.01% 3144
2014
Q2 		$1.55M Sell
80,511
-46,351
-37% -$871K ﹤0.01% 3184
2014
Q1 		$2.24M Sell
126,862
-582
-0.5% -$10.1K ﹤0.01% 2926
2013
Q4 		$2.13M Sell
127,444
-9,414
-7% -$155K ﹤0.01% 2898
2013
Q3 		$2.19M Buy
136,858
+40,720
+42% +$669K ﹤0.01% 2830
2013
Q2 		$1.54M Buy
+96,138
New +$1.48M ﹤0.01% 2989

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
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
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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 $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Wells Fargo's SJT Position: Q1 2026 in Review

Wells Fargo reduced its San Juan Basin Royalty Trust (SJT) stake by 0.32% in Q1 2026, selling an estimated $1.3K and leaving 74,424 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

Wells Fargo first reported a position in SJT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.24M in Q1 2014. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Wells Fargo held 74,424 shares of San Juan Basin Royalty Trust worth $358K as of Q1 2026.
  • Wells Fargo sold 238 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $1.3K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4332 holding.
  • Wells Fargo first reported a position in San Juan Basin Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's San Juan Basin Royalty Trust position peaked at $2.24M in Q1 2014.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.