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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

AE Wealth Management's CRC Position: Q1 2026 in Review

AE Wealth Management opened a new position in California Resources (CRC) in Q1 2026: 4,005 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CRC as recently as Q3 2025.

AE Wealth Management first reported a position in CRC in Q3 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold CRC as of Q1 2026.

  • AE Wealth Management held 4,005 shares of California Resources worth $277K as of Q1 2026.
  • California Resources was a new AE Wealth Management position in Q1 2026.
  • California Resources made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1421 holding.
  • AE Wealth Management first reported a position in California Resources in Q3 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held California Resources as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.