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Farther Finance Advisors’s Crescent Energy CRGY Stock Holding History

Farther Finance Advisors’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
Q3 		$34.1K Buy
2,642
+853
+48% +$10.4K ﹤0.01% 3735
2026
Q2 		$17.6K Buy
1,789
+250
+16% +$3.06K ﹤0.01% 4068
2026
Q1 		$19.6K Sell
1,539
-222
-13% -$2.33K ﹤0.01% 3675
2025
Q4 		$14.8K Buy
1,761
+1,694
+2,528% +$14.9K ﹤0.01% 3640
2025
Q3 		$598 Buy
67
+60
+857% +$545 ﹤0.01% 4495
2025
Q2 		$60 Sell
7
-343
-98% -$3K ﹤0.01% 4357
2025
Q1 		$3.88K Sell
350
-2,805
-89% -$38.6K ﹤0.01% 3163
2024
Q4 		$46.1K Hold
3,155
– – ﹤0.01% 1704
2024
Q3 		$34.5K Buy
3,155
+3,135
+15,675% +$35.8K ﹤0.01% 1834
2024
Q2 		$236 Buy
+20
New +$235 ﹤0.01% 3464
2024
Q1 		– Sell
-55
Closed -$727 – 3620
2023
Q4 		$727 Buy
+55
New +$648 ﹤0.01% 2847

Other funds holding CRGY

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's CRGY Position: Q3 2026 in Review

Farther Finance Advisors increased its Crescent Energy (CRGY) stake by 48% in Q3 2026, buying an estimated $10.4K and bringing the position to 2,642 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3735.

Farther Finance Advisors first reported a position in CRGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.1K in Q4 2024. 9 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • Farther Finance Advisors held 2,642 shares of Crescent Energy worth $34.1K as of Q3 2026.
  • Farther Finance Advisors bought 853 Crescent Energy shares in Q3 2026, an estimated $10.4K.
  • Crescent Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3735 holding.
  • Farther Finance Advisors first reported a position in Crescent Energy in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Crescent Energy position peaked at $46.1K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.