Steward Partners Investment Advisory’s Cross Timbers Royalty Trust CRT Stock Holding History

Steward Partners Investment Advisory’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	$99	Hold	11	–	–	﹤0.01%	4561
2026 Q1	$116	Hold	11	–	–	﹤0.01%	4342
2025 Q4	$87	Hold	11	–	–	﹤0.01%	4227
2025 Q3	$83	Hold	11	–	–	﹤0.01%	4196
2025 Q2	$109	Hold	11	–	–	﹤0.01%	4040
2025 Q1	$145	Sell	11 -141	-93%	-$1.52K	﹤0.01%	3934
2024 Q4	$1.5K	Hold	152	–	–	﹤0.01%	3696
2024 Q3	$1.61K	Hold	152	–	–	﹤0.01%	3467
2024 Q2	$1.64K	Buy	152 +11	+8%	+$146	﹤0.01%	3317
2024 Q1	$1.84K	Hold	141	–	–	﹤0.01%	3306
2023 Q4	$2.48K	Hold	141	–	–	﹤0.01%	3166
2023 Q3	$2.75K	Hold	141	–	–	﹤0.01%	3016
2023 Q2	$3.11K	Hold	141	–	–	﹤0.01%	2938
2023 Q1	$2.64K	Hold	141	–	–	﹤0.01%	2967
2022 Q4	$3.59K	Hold	141	–	–	﹤0.01%	2878
2022 Q3	$3K	Hold	141	–	–	﹤0.01%	2919
2022 Q2	$2K	Buy	+141	New	+$2.31K	﹤0.01%	2986
2021 Q2	–	Sell	-700	Closed	-$5.92K	–	7150
2021 Q1	$5.92K	Buy	+700	New	+$6.09K	﹤0.01%	2969
2020 Q3	–	Sell	-21,000	Closed	-$155K	–	2754
2020 Q2	$155K	Buy	+21,000	New	+$138K	﹤0.01%	963

Other funds holding CRT

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

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

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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

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

Steward Partners Investment Advisory's CRT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Cross Timbers Royalty Trust (CRT) position steady in Q2 2026 at 11 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #4561.

Steward Partners Investment Advisory first reported a position in CRT in Q2 2020 and has held it in 19 quarters since. The position peaked at $155K in Q2 2020. 20 funds tracked by Wall St. Rank hold CRT as of Q2 2026.

Steward Partners Investment Advisory held 11 shares of Cross Timbers Royalty Trust worth $99 as of Q2 2026.
Steward Partners Investment Advisory left its Cross Timbers Royalty Trust share count unchanged in Q2 2026.
Cross Timbers Royalty Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4561 holding.
Steward Partners Investment Advisory first reported a position in Cross Timbers Royalty Trust in Q2 2020 and has held it in 19 quarters since.
Steward Partners Investment Advisory's Cross Timbers Royalty Trust position peaked at $155K in Q2 2020.
20 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.