WSFS
SJT

Wilmington Savings Fund Society’s San Juan Basin Royalty Trust SJT Stock Holding History

Wilmington Savings Fund Society’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 		$16.1K Hold
5,000
– – ﹤0.01% 1122
2026
Q1 		$24.1K Hold
5,000
– – ﹤0.01% 1030
2025
Q4 		$28.1K Hold
5,000
– – ﹤0.01% 1002
2025
Q3 		$30.2K Hold
5,000
– – ﹤0.01% 991
2025
Q2 		$29.9K Buy
+5,000
New +$30.4K ﹤0.01% 1357

Other funds holding SJT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM

Wilmington Savings Fund Society's SJT Position: Q2 2026 in Review

Wilmington Savings Fund Society held its San Juan Basin Royalty Trust (SJT) position steady in Q2 2026 at 5,000 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Wilmington Savings Fund Society first reported a position in SJT in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.2K in Q3 2025. 19 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Wilmington Savings Fund Society held 5,000 shares of San Juan Basin Royalty Trust worth $16.1K as of Q2 2026.
  • Wilmington Savings Fund Society left its San Juan Basin Royalty Trust share count unchanged in Q2 2026.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1122 holding.
  • Wilmington Savings Fund Society first reported a position in San Juan Basin Royalty Trust in Q2 2025 and has held it in 5 quarters since.
  • Wilmington Savings Fund Society's San Juan Basin Royalty Trust position peaked at $30.2K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.