Raymond James Financial
CRT

Raymond James Financial’s Cross Timbers Royalty Trust CRT Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,208
Closed -$21.8K – 5350
2025
Q2 		$21.8K Buy
+2,208
New +$22.5K ﹤0.01% 5565

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's CRT Position: Q3 2025 in Review

Raymond James Financial sold out of Cross Timbers Royalty Trust (CRT) in Q3 2025, closing a stake of 2,208 shares — an estimated $21.8K sold.

Raymond James Financial first reported a position in CRT in Q2 2025 and held it in 1 quarter. The position peaked at $21.8K in Q2 2025. 15 funds tracked by Wall St. Rank hold CRT as of Q3 2025.

  • Raymond James Financial reported no remaining Cross Timbers Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,208 Cross Timbers Royalty Trust shares in Q3 2025, an estimated $21.8K.
  • Raymond James Financial first reported a position in Cross Timbers Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Cross Timbers Royalty Trust position peaked at $21.8K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.