Bank of America
CRT

Bank of America’s Cross Timbers Royalty Trust CRT Stock Holding History

Bank of America’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,424
Closed -$11.3K – 5980
2025
Q4 		$11.3K Sell
1,424
-676
-32% -$5.39K ﹤0.01% 6141
2025
Q3 		$15.8K Sell
2,100
-1,496
-42% -$13.1K ﹤0.01% 7116
2025
Q2 		$35.6K Buy
3,596
+1,612
+81% +$16.4K ﹤0.01% 6913
2025
Q1 		$26.1K Buy
1,984
+8
+0.4% +$86 ﹤0.01% 6895
2024
Q4 		$19.6K Buy
1,976
+311
+19% +$3.22K ﹤0.01% 6849
2024
Q3 		$17.6K Sell
1,665
-2,352
-59% -$23.4K ﹤0.01% 6770
2024
Q2 		$43.4K Sell
4,017
-674
-14% -$8.95K ﹤0.01% 6554
2024
Q1 		$61.2K Buy
4,691
+9
+0.2% +$151 ﹤0.01% 6448
2023
Q4 		$82.2K Sell
4,682
-793
-14% -$14.8K ﹤0.01% 6457
2023
Q3 		$107K Buy
5,475
+106
+2% +$2.18K ﹤0.01% 6229
2023
Q2 		$118K Sell
5,369
-292
-5% -$6.27K ﹤0.01% 6130
2023
Q1 		$106K Buy
5,661
+8
+0.1% +$178 ﹤0.01% 6235
2022
Q4 		$144K Buy
5,653
+4
+0.1% +$90 ﹤0.01% 6094
2022
Q3 		$109K Sell
5,649
-700
-11% -$13.3K ﹤0.01% 6304
2022
Q2 		$97K Sell
6,349
-25
-0.4% -$410 ﹤0.01% 6487
2022
Q1 		$83K Buy
6,374
+2,260
+55% +$32.2K ﹤0.01% 6950
2021
Q4 		$47K Sell
4,114
-100
-2% -$1.29K ﹤0.01% 7241
2021
Q3 		$59K Sell
4,214
-184
-4% -$2.26K ﹤0.01% 6972
2021
Q2 		$52K Hold
4,398
– – ﹤0.01% 6814
2021
Q1 		$37K Hold
4,398
– – ﹤0.01% 6727
2020
Q4 		$36K Hold
4,398
– – ﹤0.01% 6436
2020
Q3 		$24K Buy
4,398
+584
+15% +$3.66K ﹤0.01% 6242
2020
Q2 		$28K Sell
3,814
-2,378
-38% -$15.6K ﹤0.01% 6173
2020
Q1 		$35K Sell
6,192
-23,777
-79% -$180K ﹤0.01% 5997
2019
Q4 		$262K Sell
29,969
-324
-1% -$2.65K ﹤0.01% 5452
2019
Q3 		$255K Sell
30,293
-431
-1% -$4.47K ﹤0.01% 5513
2019
Q2 		$389K Buy
30,724
+950
+3% +$11.5K ﹤0.01% 5228
2019
Q1 		$341K Sell
29,774
-3,341
-10% -$40.1K ﹤0.01% 5238
2018
Q4 		$362K Hold
33,115
– – ﹤0.01% 5140
2018
Q3 		$489K Hold
33,115
– – ﹤0.01% 4965
2018
Q2 		$480K Sell
33,115
-777
-2% -$10.8K ﹤0.01% 4929
2018
Q1 		$495K Buy
33,892
+306
+0.9% +$4.58K ﹤0.01% 4817
2017
Q4 		$494K Sell
33,586
-1,271
-4% -$18.8K ﹤0.01% 4945
2017
Q3 		$509K Sell
34,857
-200
-0.6% -$2.97K ﹤0.01% 4938
2017
Q2 		$537K Buy
35,057
+200
+0.6% +$3.1K ﹤0.01% 4851
2017
Q1 		$510K Sell
34,857
-249
-0.7% -$4.15K ﹤0.01% 4877
2016
Q4 		$631K Sell
35,106
-3,501
-9% -$63K ﹤0.01% 4655
2016
Q3 		$703K Sell
38,607
-50
-0.1% -$943 ﹤0.01% 4389
2016
Q2 		$701K Sell
38,657
-1,999
-5% -$32.9K ﹤0.01% 4435
2016
Q1 		$619K Sell
40,656
-6,809
-14% -$95.9K ﹤0.01% 4468
2015
Q4 		$618K Sell
47,465
-27,158
-36% -$427K ﹤0.01% 4686
2015
Q3 		$1.16M Buy
74,623
+8,600
+13% +$129K ﹤0.01% 4225
2015
Q2 		$1.09M Buy
66,023
+2,200
+3% +$42.3K ﹤0.01% 4040
2015
Q1 		$1.22M Sell
63,823
-1,608
-2% -$32K ﹤0.01% 3630
2014
Q4 		$1.13M Buy
65,431
+4,300
+7% +$107K ﹤0.01% 3933
2014
Q3 		$1.94M Sell
61,131
-14,154
-19% -$453K ﹤0.01% 3407
2014
Q2 		$2.49M Sell
75,285
-2,962
-4% -$99.2K ﹤0.01% 3168
2014
Q1 		$2.44M Sell
78,247
-97,553
-55% -$2.96M ﹤0.01% 3049
2013
Q4 		$5.17M Buy
175,800
+2
+0% +$59 ﹤0.01% 2453
2013
Q3 		$5.16M Sell
175,798
-1,020
-0.6% -$28.9K ﹤0.01% 2376
2013
Q2 		$4.79M Buy
+176,818
New +$5.01M ﹤0.01% 2322

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America's CRT Position: Q1 2026 in Review

Bank of America sold out of Cross Timbers Royalty Trust (CRT) in Q1 2026, closing a stake of 1,424 shares — an estimated $11.3K sold.

Bank of America first reported a position in CRT in Q2 2013 and held it in 51 quarters. The position peaked at $5.17M in Q4 2013. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • Bank of America reported no remaining Cross Timbers Royalty Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,424 Cross Timbers Royalty Trust shares in Q1 2026, an estimated $11.3K.
  • Bank of America first reported a position in Cross Timbers Royalty Trust in Q2 2013 and held it in 51 quarters.
  • Bank of America's Cross Timbers Royalty Trust position peaked at $5.17M in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.