James T. Borello
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James T. Borello’s Crescent Energy CRGY Stock Holding History

James T. Borello’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 		$77 Buy
+6
New +$73 ﹤0.01% 1223

Other funds holding CRGY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

James T. Borello's CRGY Position: Q3 2026 in Review

James T. Borello opened a new position in Crescent Energy (CRGY) in Q3 2026: 6 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

153 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • James T. Borello held 6 shares of Crescent Energy worth $77 as of Q3 2026.
  • Crescent Energy was a new James T. Borello position in Q3 2026.
  • Crescent Energy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1223 holding.
  • 153 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.