CIBC Private Wealth Group
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CIBC Private Wealth Group’s Crescent Energy CRGY Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$495 Buy
+59
New +$518 ﹤0.01% 3046

Other funds holding CRGY

LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's CRGY Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Crescent Energy (CRGY) in Q4 2025: 59 shares worth $495. The stake represents ﹤0.01% of the portfolio and ranks #3046 among its holdings.

350 funds tracked by Wall St. Rank hold CRGY as of Q4 2025.

  • CIBC Private Wealth Group held 59 shares of Crescent Energy worth $495 as of Q4 2025.
  • Crescent Energy was a new CIBC Private Wealth Group position in Q4 2025.
  • Crescent Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3046 holding.
  • 350 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.