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
Q2 		$325K Buy
33,104
+1,670
+5% +$20.4K ﹤0.01% 2722
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
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

Bank of Montreal's CRGY Position: Q2 2026 in Review

Bank of Montreal increased its Crescent Energy (CRGY) stake by 5.3% in Q2 2026, buying an estimated $20.4K and bringing the position to 33,104 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Bank of Montreal first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $481K in Q4 2024. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Bank of Montreal held 33,104 shares of Crescent Energy worth $325K as of Q2 2026.
  • Bank of Montreal bought 1,670 Crescent Energy shares in Q2 2026, an estimated $20.4K.
  • Crescent Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2722 holding.
  • Bank of Montreal first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • Bank of Montreal's Crescent Energy position peaked at $481K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.