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Independent Financial Group’s Crescent Energy CRGY Stock Holding History

Independent Financial 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
2026
Q2 		$110K Buy
11,200
+1,000
+10% +$12.2K ﹤0.01% 1517
2026
Q1 		$138K Buy
+10,200
New +$107K ﹤0.01% 1402

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 $3.37T AUM 44.26% 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

Independent Financial Group's CRGY Position: Q2 2026 in Review

Independent Financial Group increased its Crescent Energy (CRGY) stake by 9.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 11,200 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Independent Financial Group first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $138K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Independent Financial Group held 11,200 shares of Crescent Energy worth $110K as of Q2 2026.
  • Independent Financial Group bought 1,000 Crescent Energy shares in Q2 2026, an estimated $12.2K.
  • Crescent Energy made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1517 holding.
  • Independent Financial Group first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Crescent Energy position peaked at $138K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.