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Bare Financial Services’s Crescent Energy CRGY Stock Holding History

Bare Financial Services’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 		$7.96K Buy
811
+531
+190% +$6.49K ﹤0.01% 676
2026
Q1 		$3.78K Sell
280
-139
-33% -$1.46K ﹤0.01% 766
2025
Q4 		$3.52K Buy
419
+367
+706% +$3.22K ﹤0.01% 665
2025
Q3 		$464 Buy
+52
New +$472 ﹤0.01% 1338

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 $3.37T AUM 44.26% 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

Bare Financial Services's CRGY Position: Q2 2026 in Review

Bare Financial Services increased its Crescent Energy (CRGY) stake by 190% in Q2 2026, buying an estimated $6.49K and bringing the position to 811 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Bare Financial Services first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Bare Financial Services held 811 shares of Crescent Energy worth $7.96K as of Q2 2026.
  • Bare Financial Services bought 531 Crescent Energy shares in Q2 2026, an estimated $6.49K.
  • Crescent Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #676 holding.
  • Bare Financial Services first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.