Wells Fargo
CRT

Wells Fargo’s Cross Timbers Royalty Trust CRT Stock Holding History

Wells Fargo’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 		$21K Hold
1,982
– – ﹤0.01% 5757
2025
Q4 		$15.8K Buy
1,982
+1
+0.1% +$8 ﹤0.01% 5852
2025
Q3 		$14.9K Buy
1,981
+10
+0.5% +$88 ﹤0.01% 5868
2025
Q2 		$19.5K Sell
1,971
-30
-1% -$306 ﹤0.01% 5794
2025
Q1 		$26.4K Buy
2,001
+1,000
+100% +$10.8K ﹤0.01% 5612
2024
Q4 		$9.91K Sell
1,001
-13
-1% -$135 ﹤0.01% 5937
2024
Q3 		$10.7K Hold
1,014
– – ﹤0.01% 5779
2024
Q2 		$11K Buy
1,014
+25
+3% +$332 ﹤0.01% 5724
2024
Q1 		$12.9K Buy
989
+219
+28% +$3.69K ﹤0.01% 5694
2023
Q4 		$13.5K Buy
770
+744
+2,862% +$13.9K ﹤0.01% 5746
2023
Q3 		$505 Buy
26
+1
+4% +$21 ﹤0.01% 6362
2023
Q2 		$559 Buy
25
+10
+67% +$215 ﹤0.01% 6465
2023
Q1 		$299 Buy
15
+14
+1,400% +$311 ﹤0.01% 6665
2022
Q4 		$25 Sell
1
-999
-100% -$22.4K ﹤0.01% 7228
2022
Q3 		$20K Sell
1,000
-501
-33% -$9.5K ﹤0.01% 5388
2022
Q2 		$23K Sell
1,501
-24,502
-94% -$402K ﹤0.01% 5375
2022
Q1 		$341K Buy
26,003
+500
+2% +$7.11K ﹤0.01% 4671
2021
Q4 		$292K Sell
25,503
-43,698
-63% -$563K ﹤0.01% 5053
2021
Q3 		$972K Buy
69,201
+32,384
+88% +$398K ﹤0.01% 4266
2021
Q2 		$435K Buy
36,817
+10,893
+42% +$108K ﹤0.01% 4694
2021
Q1 		$219K Sell
25,924
-582
-2% -$5.06K ﹤0.01% 5103
2020
Q4 		$218K Sell
26,506
-2,501
-9% -$18.3K ﹤0.01% 5035
2020
Q3 		$160K Buy
29,007
+5,334
+23% +$33.5K ﹤0.01% 5073
2020
Q2 		$175K Sell
23,673
-1
-0% -$7 ﹤0.01% 4977
2020
Q1 		$134K Sell
23,674
-1,000
-4% -$7.57K ﹤0.01% 4911
2019
Q4 		$216K Buy
24,674
+765
+3% +$6.25K ﹤0.01% 4902
2019
Q3 		$202K Buy
23,909
+4,832
+25% +$50.1K ﹤0.01% 4957
2019
Q2 		$241K Buy
19,077
+2,146
+13% +$25.9K ﹤0.01% 4865
2019
Q1 		$194K Buy
16,931
+16,341
+2,770% +$196K ﹤0.01% 4840
2018
Q4 		$6K Sell
590
-150
-20% -$2.14K ﹤0.01% 6043
2018
Q3 		$11K Sell
740
-6,900
-90% -$103K ﹤0.01% 5966
2018
Q2 		$111K Sell
7,640
-1,000
-12% -$13.9K ﹤0.01% 5328
2018
Q1 		$126K Sell
8,640
-500
-5% -$7.48K ﹤0.01% 5205
2017
Q4 		$134K Sell
9,140
-32,984
-78% -$488K ﹤0.01% 5175
2017
Q3 		$615K Buy
42,124
+11,568
+38% +$172K ﹤0.01% 4195
2017
Q2 		$468K Buy
30,556
+928
+3% +$14.4K ﹤0.01% 4263
2017
Q1 		$434K Hold
29,628
– – ﹤0.01% 4338
2016
Q4 		$533K Buy
29,628
+1,116
+4% +$20.1K ﹤0.01% 4159
2016
Q3 		$521K Buy
28,512
+2,166
+8% +$40.9K ﹤0.01% 3928
2016
Q2 		$477K Sell
26,346
-1,792
-6% -$29.5K ﹤0.01% 3929
2016
Q1 		$428K Buy
28,138
+1,498
+6% +$21.1K ﹤0.01% 3957
2015
Q4 		$347K Buy
26,640
+10,836
+69% +$170K ﹤0.01% 4122
2015
Q3 		$244K Sell
15,804
-541
-3% -$8.11K ﹤0.01% 4352
2015
Q2 		$270K Sell
16,345
-21,737
-57% -$418K ﹤0.01% 4437
2015
Q1 		$730K Sell
38,082
-10,728
-22% -$213K ﹤0.01% 3717
2014
Q4 		$846K Sell
48,810
-5,747
-11% -$144K ﹤0.01% 3618
2014
Q3 		$1.74M Buy
54,557
+24,879
+84% +$796K ﹤0.01% 3082
2014
Q2 		$983K Sell
29,678
-19,055
-39% -$638K ﹤0.01% 3534
2014
Q1 		$1.52M Buy
48,733
+186
+0.4% +$5.65K ﹤0.01% 3181
2013
Q4 		$1.43M Buy
48,547
+11,313
+30% +$334K ﹤0.01% 3171
2013
Q3 		$1.09M Buy
37,234
+22,744
+157% +$643K ﹤0.01% 3297
2013
Q2 		$392K Buy
+14,490
New +$411K ﹤0.01% 3812

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 $173B AUM 20.72% 1-Year Est. Return

Wells Fargo's CRT Position: Q1 2026 in Review

Wells Fargo held its Cross Timbers Royalty Trust (CRT) position steady in Q1 2026 at 1,982 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #5757.

Wells Fargo first reported a position in CRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q3 2014. 22 funds tracked by Wall St. Rank hold CRT as of Q1 2026.

  • Wells Fargo held 1,982 shares of Cross Timbers Royalty Trust worth $21K as of Q1 2026.
  • Wells Fargo left its Cross Timbers Royalty Trust share count unchanged in Q1 2026.
  • Cross Timbers Royalty Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5757 holding.
  • Wells Fargo first reported a position in Cross Timbers Royalty Trust in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Cross Timbers Royalty Trust position peaked at $1.74M in Q3 2014.
  • 22 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.