Bank of Montreal
CRGY icon

Bank of Montreal’s Crescent Energy CRGY Stock Holding History

Bank of Montreal’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 		$424K Buy
31,434
+2,144
+7% +$22.5K ﹤0.01% 2470
2025
Q4 		$246K Buy
29,290
+5,789
+25% +$50.8K ﹤0.01% 2721
2025
Q3 		$210K Sell
23,501
-15,934
-40% -$145K ﹤0.01% 2746
2025
Q2 		$339K Sell
39,435
-736
-2% -$6.44K ﹤0.01% 2521
2025
Q1 		$452K Buy
40,171
+7,222
+22% +$99.5K ﹤0.01% 2267
2024
Q4 		$481K Buy
32,949
+19,265
+141% +$261K ﹤0.01% 2255
2024
Q3 		$152K Buy
+13,684
New +$156K ﹤0.01% 3120

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's CRGY Position: Q1 2026 in Review

Bank of Montreal increased its Crescent Energy (CRGY) stake by 7.3% in Q1 2026, buying an estimated $22.5K and bringing the position to 31,434 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Bank of Montreal first reported a position in CRGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $481K in Q4 2024. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Bank of Montreal held 31,434 shares of Crescent Energy worth $424K as of Q1 2026.
  • Bank of Montreal bought 2,144 Crescent Energy shares in Q1 2026, an estimated $22.5K.
  • Crescent Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2470 holding.
  • Bank of Montreal first reported a position in Crescent Energy in Q3 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Crescent Energy position peaked at $481K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.