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Bay Harbor Wealth Management’s California Resources CRC Stock Holding History

Bay Harbor Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264 Hold
5
– – ﹤0.01% 1154
2026
Q1 		$346 Hold
5
– – ﹤0.01% 1073
2025
Q4 		$223 Buy
+5
New +$237 ﹤0.01% 1099

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Vanguard Portfolio Management
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SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bay Harbor Wealth Management's CRC Position: Q2 2026 in Review

Bay Harbor Wealth Management held its California Resources (CRC) position steady in Q2 2026 at 5 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Bay Harbor Wealth Management first reported a position in CRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $346 in Q1 2026. 364 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Bay Harbor Wealth Management held 5 shares of California Resources worth $264 as of Q2 2026.
  • Bay Harbor Wealth Management left its California Resources share count unchanged in Q2 2026.
  • California Resources made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1154 holding.
  • Bay Harbor Wealth Management first reported a position in California Resources in Q4 2025 and has held it in 3 quarters since.
  • Bay Harbor Wealth Management's California Resources position peaked at $346 in Q1 2026.
  • 364 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.