LFG
CRGY icon

Larson Financial Group’s Crescent Energy CRGY Stock Holding History

Larson 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 		$3.76K Buy
383
+131
+52% +$1.6K ﹤0.01% 2883
2026
Q1 		$3.4K Sell
252
-1,058
-81% -$11.1K ﹤0.01% 2777
2025
Q4 		$11K Buy
1,310
+1,157
+756% +$10.2K ﹤0.01% 2069
2025
Q3 		$1.36K Sell
153
-149
-49% -$1.35K ﹤0.01% 2824
2025
Q2 		$2.6K Sell
302
-885
-75% -$7.75K ﹤0.01% 2320
2025
Q1 		$13.3K Buy
1,187
+108
+10% +$1.49K ﹤0.01% 1524
2024
Q4 		$15.8K Hold
1,079
– – ﹤0.01% 1309
2024
Q3 		$11.8K Buy
+1,079
New +$12.3K ﹤0.01% 1412

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

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

Larson Financial Group increased its Crescent Energy (CRGY) stake by 52% in Q2 2026, buying an estimated $1.6K and bringing the position to 383 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Larson Financial Group first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.8K in Q4 2024. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Larson Financial Group held 383 shares of Crescent Energy worth $3.76K as of Q2 2026.
  • Larson Financial Group bought 131 Crescent Energy shares in Q2 2026, an estimated $1.6K.
  • Crescent Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2883 holding.
  • Larson Financial Group first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Crescent Energy position peaked at $15.8K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.