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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Farther Finance Advisors's CRGY Position: Q1 2026 in Review

Farther Finance Advisors reduced its Crescent Energy (CRGY) stake by 13% in Q1 2026, selling an estimated $2.33K and leaving 1,539 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Farther Finance Advisors first reported a position in CRGY in Q4 2023 and has held it in 9 quarters since. The position peaked at $46.1K in Q4 2024. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Farther Finance Advisors held 1,539 shares of Crescent Energy worth $19.6K as of Q1 2026.
Farther Finance Advisors sold 222 Crescent Energy shares in Q1 2026, an estimated $2.33K.
Crescent Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #3675 holding.
Farther Finance Advisors first reported a position in Crescent Energy in Q4 2023 and has held it in 9 quarters since.
Farther Finance Advisors's Crescent Energy position peaked at $46.1K in Q4 2024.
358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.