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 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	–	3620
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return