Bleakley Financial Group’s Crescent Energy CRGY Stock Holding History

Bleakley Financial Group’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	–	Sell	-19,213	Closed	-$259K	–	952
2026 Q1	$259K	Buy	+19,213	New	+$201K	﹤0.01%	727

Other funds holding CRGY

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bleakley Financial Group's CRGY Position: Q2 2026 in Review

Bleakley Financial Group sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 19,213 shares — an estimated $259K sold.

Bleakley Financial Group first reported a position in CRGY in Q1 2026 and held it in 1 quarter. The position peaked at $259K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Bleakley Financial Group reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
Bleakley Financial Group sold 19,213 Crescent Energy shares in Q2 2026, an estimated $259K.
Bleakley Financial Group first reported a position in Crescent Energy in Q1 2026 and held it in 1 quarter.
Bleakley Financial Group's Crescent Energy position peaked at $259K in Q1 2026.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.