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Allworth Financial’s Crescent Energy CRGY Stock Holding History

Allworth Financial’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.5K Buy
6,770
+1,613
+31% +$19.7K ﹤0.01% 2242
2026
Q1 		$69.6K Buy
5,157
+445
+9% +$4.66K ﹤0.01% 2085
2025
Q4 		$39.5K Buy
4,712
+1,401
+42% +$12.3K ﹤0.01% 2344
2025
Q3 		$29.5K Buy
3,311
+173
+6% +$1.57K ﹤0.01% 2468
2025
Q2 		$27K Buy
3,138
+136
+5% +$1.19K ﹤0.01% 2327
2025
Q1 		$25.5K Buy
+3,002
New +$41.4K ﹤0.01% 1932
2024
Q1 		– Sell
-136
Closed -$1.8K – 3619
2023
Q4 		$1.8K Hold
136
– – ﹤0.01% 2715
2023
Q3 		$1.72K Hold
136
– – ﹤0.01% 2612
2023
Q2 		$1.42K Buy
136
+59
+77% +$632 ﹤0.01% 2620
2023
Q1 		$871 Buy
77
+51
+196% +$591 ﹤0.01% 2721
2022
Q4 		$312 Buy
+26
New +$358 ﹤0.01% 2725

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Allworth Financial's CRGY Position: Q2 2026 in Review

Allworth Financial increased its Crescent Energy (CRGY) stake by 31% in Q2 2026, buying an estimated $19.7K and bringing the position to 6,770 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Allworth Financial first reported a position in CRGY in Q4 2022 and has held it in 11 quarters since. The position peaked at $69.6K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Allworth Financial held 6,770 shares of Crescent Energy worth $66.5K as of Q2 2026.
  • Allworth Financial bought 1,613 Crescent Energy shares in Q2 2026, an estimated $19.7K.
  • Crescent Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2242 holding.
  • Allworth Financial first reported a position in Crescent Energy in Q4 2022 and has held it in 11 quarters since.
  • Allworth Financial's Crescent Energy position peaked at $69.6K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.