Beacon Pointe Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History

Beacon Pointe Advisors’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 Q2	$626K	Buy	69,292 +6,492	+10%	+$67.5K	﹤0.01%	1235
2026 Q1	$664K	Buy	+62,800	New	+$565K	﹤0.01%	1167
2025 Q1	–	Sell	-62,800	Closed	-$618K	–	1226
2024 Q4	$618K	Buy	+62,800	New	+$650K	0.01%	765
2024 Q2	–	Sell	-71,300	Closed	-$929K	–	1296
2024 Q1	$929K	Hold	71,300	–	–	0.01%	713
2023 Q4	$1.25M	Hold	71,300	–	–	0.01%	600
2023 Q3	$1.39M	Hold	71,300	–	–	0.02%	544
2023 Q2	$1.57M	Buy	+71,300	New	+$1.53M	0.03%	422
2023 Q1	–	Sell	-10,000	Closed	-$254K	–	1158
2022 Q4	$254K	Buy	+10,000	New	+$224K	﹤0.01%	918

Other funds holding CRT

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's CRT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Cross Timbers Royalty Trust (CRT) stake by 10% in Q2 2026, buying an estimated $67.5K and bringing the position to 69,292 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Beacon Pointe Advisors first reported a position in CRT in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2023. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

Beacon Pointe Advisors held 69,292 shares of Cross Timbers Royalty Trust worth $626K as of Q2 2026.
Beacon Pointe Advisors bought 6,492 Cross Timbers Royalty Trust shares in Q2 2026, an estimated $67.5K.
Cross Timbers Royalty Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1235 holding.
Beacon Pointe Advisors first reported a position in Cross Timbers Royalty Trust in Q4 2022 and has held it in 8 quarters since.
Beacon Pointe Advisors's Cross Timbers Royalty Trust position peaked at $1.57M in Q2 2023.
20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.