Cetera Trust Company, N.A CXT — CRANE HOLDINGS CO

Ownership history in Cetera Trust Company, N.A  ·  10 quarters on record

AI Ownership Summary

Cetera Trust Company, N.A reported CRANE HOLDINGS CO (CXT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows CXT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Trust Company, N.A's position in CRANE HOLDINGS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CXT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CXT stock page Cetera Trust Company, N.A fund profile Cetera Trust Company, N.A full holdings
How Cetera Trust Company, N.A held CXT — position size vs. price
% of Fund (quarterly)    CXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,450 — 0% 0.13% $221K 2026-05-08 $45.31
2025 Q4 ADDED — — — 5,450 +770 +16.5% 0.14% $257K 2026-02-13 $52.57
2025 Q3 UNCHANGED — — — 4,680 — 0% 0.18% $314K 2025-11-13 $59.77
2025 Q2 ADDED — — — 4,680 +482 +11.5% 0.15% $252K 2025-08-06 $55.84
2025 Q1 UNCHANGED — — — 4,198 — 0% 0.14% $216K 2025-04-14 $44.92
2024 Q4 ADDED — — — 4,198 +275 +7.0% 0.16% $244K 2025-01-17 $62.73
2024 Q3 ADDED — — — 3,923 +50 +1.3% 0.13% $220K 2024-10-21 $55.82
2024 Q2 UNCHANGED — — — 3,873 — 0% 0.15% $238K 2024-08-02 $57.23
2024 Q1 UNCHANGED — — — 3,873 — 0% 0.14% $240K 2024-05-08 $60.54
2023 Q4 INITIATED — — — 3,873 — — 0.14% $220K 2024-02-01 $57.56

🏢 Other funds also holding CXT

As of 2026 Q1 — sorted by position size

SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 4.61% TradeLink Capital LLC 3Y 7Y 3.41% Channing Capital Management, LLC 3Y 7Y 1.74% SG Capital Management LLC 3Y 7Y 1.59% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 1.21% KLCM Advisors, Inc. 3Y 7Y 0.92% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.83% NIA IMPACT ADVISORS, LLC 3Y 0.72% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 0.46% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.4%

FAQ About Cetera Trust Company, N.A and CXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Trust Company, N.A reported owning CXT?

Cetera Trust Company, N.A reported CXT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CXT position in Cetera Trust Company, N.A's portfolio?

The largest reported portfolio weight for CXT was 0.18% in 2025 Q3.

What is the latest reported CXT position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Trust Company, N.A reported 5,450 shares, equal to 0.13% of portfolio, with an estimated market value of $221K.

What does the chart on this CXT ownership page compare?

The chart compares Cetera Trust Company, N.A's quarterly CXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cetera Trust Company, N.A time their CXT position?

Based on 13F filing dates vs. subsequent CXT price moves, Cetera Trust Company, N.A correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CXT relative to SPY over the holding period was -21.9%.

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