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AE Wealth Management’s California Resources CRC Stock Holding History

AE Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,005
Closed -$277K – 2693
2026
Q1 		$277K Buy
+4,005
New +$227K ﹤0.01% 1421
2025
Q4 		– Sell
-4,671
Closed -$248K – 2472
2025
Q3 		$248K Buy
+4,671
New +$234K ﹤0.01% 1284

Other funds holding CRC

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

AE Wealth Management's CRC Position: Q2 2026 in Review

AE Wealth Management sold out of California Resources (CRC) in Q2 2026, closing a stake of 4,005 shares — an estimated $277K sold.

AE Wealth Management first reported a position in CRC in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • AE Wealth Management reported no remaining California Resources position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 4,005 California Resources shares in Q2 2026, an estimated $277K.
  • AE Wealth Management first reported a position in California Resources in Q3 2025 and held it in 2 quarters.
  • AE Wealth Management's California Resources position peaked at $277K in Q1 2026.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.