Focus Partners Wealth
CRGY icon

Focus Partners Wealth’s Crescent Energy CRGY Stock Holding History

Focus Partners Wealth’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 		$235K Sell
23,935
-104,958
-81% -$1.28M ﹤0.01% 2404
2026
Q1 		$1.74M Buy
128,893
+57,720
+81% +$605K ﹤0.01% 1382
2025
Q4 		$624K Buy
71,173
+13,491
+23% +$118K ﹤0.01% 1857
2025
Q3 		$545K Buy
+57,682
New +$524K ﹤0.01% 1578

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Focus Partners Wealth's CRGY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Crescent Energy (CRGY) stake by 81% in Q2 2026, selling an estimated $1.28M and leaving 23,935 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Focus Partners Wealth first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Focus Partners Wealth held 23,935 shares of Crescent Energy worth $235K as of Q2 2026.
  • Focus Partners Wealth sold 104,958 Crescent Energy shares in Q2 2026, an estimated $1.28M.
  • Crescent Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2404 holding.
  • Focus Partners Wealth first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Crescent Energy position peaked at $1.74M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.