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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Larson Financial Group's CRGY Position: Q1 2026 in Review

Larson Financial Group reduced its Crescent Energy (CRGY) stake by 81% in Q1 2026, selling an estimated $11.1K and leaving 252 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Larson Financial Group first reported a position in CRGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.8K in Q4 2024. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Larson Financial Group held 252 shares of Crescent Energy worth $3.4K as of Q1 2026.
  • Larson Financial Group sold 1,058 Crescent Energy shares in Q1 2026, an estimated $11.1K.
  • Crescent Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2777 holding.
  • Larson Financial Group first reported a position in Crescent Energy in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Crescent Energy position peaked at $15.8K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.