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Freestone Capital Holdings’s Crescent Energy CRGY Stock Holding History

Freestone Capital Holdings’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
-251,877
Closed -$3.4M – 639
2026
Q1 		$3.4M Buy
251,877
+61,853
+33% +$648K 0.1% 132
2025
Q4 		$1.59M Buy
190,024
+24
+0% +$211 0.05% 194
2025
Q3 		$1.69M Buy
+190,000
New +$1.73M 0.05% 195

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Freestone Capital Holdings's CRGY Position: Q2 2026 in Review

Freestone Capital Holdings sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 251,877 shares — an estimated $3.4M sold.

Freestone Capital Holdings first reported a position in CRGY in Q3 2025 and held it in 3 quarters. The position peaked at $3.4M in Q1 2026. 154 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Freestone Capital Holdings reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 251,877 Crescent Energy shares in Q2 2026, an estimated $3.4M.
  • Freestone Capital Holdings first reported a position in Crescent Energy in Q3 2025 and held it in 3 quarters.
  • Freestone Capital Holdings's Crescent Energy position peaked at $3.4M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.