SC
CRT

Scotia Capital’s Cross Timbers Royalty Trust CRT Stock Holding History

Scotia Capital’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
Q4 		– Sell
-11,000
Closed -$82.9K – 907
2025
Q3 		$82.9K Hold
11,000
– – ﹤0.01% 882
2025
Q2 		$109K Buy
+11,000
New +$112K ﹤0.01% 827

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scotia Capital's CRT Position: Q4 2025 in Review

Scotia Capital sold out of Cross Timbers Royalty Trust (CRT) in Q4 2025, closing a stake of 11,000 shares — an estimated $82.9K sold.

Scotia Capital first reported a position in CRT in Q2 2025 and held it in 2 quarters. The position peaked at $109K in Q2 2025. 13 funds tracked by Wall St. Rank hold CRT as of Q4 2025.

  • Scotia Capital reported no remaining Cross Timbers Royalty Trust position as of Q4 2025 after selling out during the quarter.
  • Scotia Capital sold 11,000 Cross Timbers Royalty Trust shares in Q4 2025, an estimated $82.9K.
  • Scotia Capital first reported a position in Cross Timbers Royalty Trust in Q2 2025 and held it in 2 quarters.
  • Scotia Capital's Cross Timbers Royalty Trust position peaked at $109K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q4 2025.

Based on Scotia Capital's 13F filing for Q4 2025, filed 12 Feb 2026.