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

Welch 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 Q3	$197K	Hold	16,652	–	–	0.01%	308
2026 Q2	$151K	Buy	16,652 +1,800	+12%	+$18.7K	0.01%	314
2026 Q1	$157K	Buy	+14,852	New	+$134K	0.01%	298

Other funds holding CRT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Welch Group's CRT Position: Q3 2026 in Review

Welch Group held its Cross Timbers Royalty Trust (CRT) position steady in Q3 2026 at 16,652 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #308.

Welch Group first reported a position in CRT in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold CRT as of Q3 2026.

Welch Group held 16,652 shares of Cross Timbers Royalty Trust worth $197K as of Q3 2026.
Welch Group left its Cross Timbers Royalty Trust share count unchanged in Q3 2026.
Cross Timbers Royalty Trust made up 0.01% of Welch Group's portfolio in Q3 2026, its #308 holding.
Welch Group first reported a position in Cross Timbers Royalty Trust in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.