Harbour Investments’s Cross Timbers Royalty Trust CRT Stock Holding History

Harbour Investments’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	$19K	Buy	+1,800	New	+$16.2K	﹤0.01%	2919
2023 Q2	–	Sell	-1,200	Closed	-$22.4K	–	3044
2023 Q1	$22.4K	Hold	1,200	–	–	﹤0.01%	1691
2022 Q4	$30.5K	Hold	1,200	–	–	﹤0.01%	1494
2022 Q3	$18K	Hold	1,200	–	–	﹤0.01%	1697
2022 Q2	$18K	Buy	+1,200	New	+$19.7K	﹤0.01%	1697
2021 Q4	$14K	Hold	1,200	–	–	﹤0.01%	1796
2021 Q3	$17K	Hold	1,200	–	–	﹤0.01%	2373
2021 Q2	$14K	Hold	1,200	–	–	﹤0.01%	2530
2021 Q1	$10K	Buy	+1,200	New	+$10.4K	﹤0.01%	2598

Other funds holding CRT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Harbour Investments's CRT Position: Q1 2026 in Review

Harbour Investments opened a new position in Cross Timbers Royalty Trust (CRT) in Q1 2026: 1,800 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #2919 among its holdings. This is a return to the name: Harbour Investments previously reported a position in CRT as recently as Q1 2023.

Harbour Investments first reported a position in CRT in Q1 2021 and has held it in 9 quarters since. The position peaked at $30.5K in Q4 2022. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

Harbour Investments held 1,800 shares of Cross Timbers Royalty Trust worth $19K as of Q1 2026.
Cross Timbers Royalty Trust was a new Harbour Investments position in Q1 2026.
Cross Timbers Royalty Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2919 holding.
Harbour Investments first reported a position in Cross Timbers Royalty Trust in Q1 2021 and has held it in 9 quarters since.
Harbour Investments's Cross Timbers Royalty Trust position peaked at $30.5K in Q4 2022.
22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.