UBS Group
CRT

UBS Group’s Cross Timbers Royalty Trust CRT Stock Holding History

UBS Group’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 		$80K Sell
7,562
-562
-7% -$5.05K ﹤0.01% 7107
2025
Q4 		$64.6K Buy
8,124
+1,319
+19% +$10.5K ﹤0.01% 7102
2025
Q3 		$51.3K Sell
6,805
-15,997
-70% -$140K ﹤0.01% 7542
2025
Q2 		$226K Buy
22,802
+121
+0.5% +$1.23K ﹤0.01% 6644
2025
Q1 		$299K Buy
22,681
+10,716
+90% +$116K ﹤0.01% 6247
2024
Q4 		$118K Sell
11,965
-12,911
-52% -$134K ﹤0.01% 6768
2024
Q3 		$263K Buy
24,876
+10,816
+77% +$107K ﹤0.01% 5673
2024
Q2 		$152K Sell
14,060
-2,054
-13% -$27.3K ﹤0.01% 5858
2024
Q1 		$210K Buy
16,114
+3,707
+30% +$62.4K ﹤0.01% 5823
2023
Q4 		$218K Buy
12,407
+642
+5% +$12K ﹤0.01% 5733
2023
Q3 		$229K Buy
11,765
+541
+5% +$11.1K ﹤0.01% 5271
2023
Q2 		$247K Sell
11,224
-813
-7% -$17.5K ﹤0.01% 5341
2023
Q1 		$225K Buy
12,037
+505
+4% +$11.2K ﹤0.01% 5294
2022
Q4 		$293K Sell
11,532
-755
-6% -$16.9K ﹤0.01% 5149
2022
Q3 		$237K Hold
12,287
– – ﹤0.01% 4934
2022
Q2 		$187K Sell
12,287
-1,138
-8% -$18.7K ﹤0.01% 4979
2022
Q1 		$176K Buy
13,425
+1,138
+9% +$16.2K ﹤0.01% 5464
2021
Q4 		$141K Hold
12,287
– – ﹤0.01% 5978
2021
Q3 		$173K Hold
12,287
– – ﹤0.01% 5428
2021
Q2 		$145K Hold
12,287
– – ﹤0.01% 5597
2021
Q1 		$104K Sell
12,287
-425
-3% -$3.7K ﹤0.01% 5932
2020
Q4 		$105K Sell
12,712
-1,948
-13% -$14.2K ﹤0.01% 5652
2020
Q3 		$81K Buy
14,660
+960
+7% +$6.02K ﹤0.01% 5301
2020
Q2 		$101K Buy
13,700
+1,093
+9% +$7.19K ﹤0.01% 5297
2020
Q1 		$71K Sell
12,607
-15,442
-55% -$117K ﹤0.01% 5551
2019
Q4 		$244K Buy
28,049
+15,762
+128% +$129K ﹤0.01% 5456
2019
Q3 		$104K Hold
12,287
– – ﹤0.01% 5747
2019
Q2 		$155K Sell
12,287
-849
-6% -$10.3K ﹤0.01% 5088
2019
Q1 		$151K Sell
13,136
-1,244
-9% -$14.9K ﹤0.01% 4792
2018
Q4 		$157K Buy
14,380
+1,638
+13% +$23.3K ﹤0.01% 5146
2018
Q3 		$188K Sell
12,742
-1,703
-12% -$25.4K ﹤0.01% 5115
2018
Q2 		$209K Sell
14,445
-711
-5% -$9.85K ﹤0.01% 4909
2018
Q1 		$221K Buy
15,156
+1,227
+9% +$18.4K ﹤0.01% 4716
2017
Q4 		$205K Buy
13,929
+1,261
+10% +$18.7K ﹤0.01% 4884
2017
Q3 		$184K Sell
12,668
-1,199
-9% -$17.8K ﹤0.01% 4899
2017
Q2 		$212K Sell
13,867
-351
-2% -$5.44K ﹤0.01% 4706
2017
Q1 		$209K Buy
14,218
+47
+0.3% +$783 ﹤0.01% 4624
2016
Q4 		$255K Buy
14,171
+424
+3% +$7.63K ﹤0.01% 4616
2016
Q3 		$250K Sell
13,747
-1,602
-10% -$30.2K ﹤0.01% 4390
2016
Q2 		$278K Buy
15,349
+2,301
+18% +$37.9K ﹤0.01% 4314
2016
Q1 		$199K Buy
13,048
+506
+4% +$7.13K ﹤0.01% 4489
2015
Q4 		$163K Sell
12,542
-278
-2% -$4.37K ﹤0.01% 4833
2015
Q3 		$198K Buy
12,820
+454
+4% +$6.81K ﹤0.01% 4652
2015
Q2 		$204K Buy
12,366
+497
+4% +$9.56K ﹤0.01% 4849
2015
Q1 		$228K Sell
11,869
-129
-1% -$2.57K ﹤0.01% 4774
2014
Q4 		$208K Buy
+11,998
New +$300K ﹤0.01% 5001

Other funds holding CRT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Marshall Wace
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group's CRT Position: Q1 2026 in Review

UBS Group reduced its Cross Timbers Royalty Trust (CRT) stake by 6.9% in Q1 2026, selling an estimated $5.05K and leaving 7,562 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #7107.

UBS Group first reported a position in CRT in Q4 2014 and has held it in 46 quarters since. The position peaked at $299K in Q1 2025. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • UBS Group held 7,562 shares of Cross Timbers Royalty Trust worth $80K as of Q1 2026.
  • UBS Group sold 562 Cross Timbers Royalty Trust shares in Q1 2026, an estimated $5.05K.
  • Cross Timbers Royalty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7107 holding.
  • UBS Group first reported a position in Cross Timbers Royalty Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Cross Timbers Royalty Trust position peaked at $299K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.