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San Juan Basin Royalty Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4k 245 5.62

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding San Juan Basin Royalty Trust

Horizon Kinetics Asset Management
Cannell Capital
Ashton Thomas Private Wealth
Moors & Cabot
Mountaineer Partners Management
Punch & Associates Investment Management
Principia Wealth Advisory
LPL Financial
Raymond James Financial
Lesa Sroufe & Co
Citadel Advisors
Advisory Services Network
Susquehanna International
Kingswood Wealth Advisors
Mraz, Amerine & Associates

View all funds holding San Juan Basin Royalty Trust