Mather Group
CRGY icon

Mather Group’s Crescent Energy CRGY Stock Holding History

Mather 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
Q3 		$3.34K Buy
+259
New +$3.17K ﹤0.01% 1917
2025
Q4 		– Sell
-2,691
Closed -$24K – 855
2025
Q3 		$24K Buy
+2,691
New +$24.4K ﹤0.01% 1074

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mather Group's CRGY Position: Q3 2026 in Review

Mather Group opened a new position in Crescent Energy (CRGY) in Q3 2026: 259 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings. This is a return to the name: Mather Group previously reported a position in CRGY as recently as Q3 2025.

Mather Group first reported a position in CRGY in Q3 2025 and has held it in 2 quarters since. The position peaked at $24K in Q3 2025. 32 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • Mather Group held 259 shares of Crescent Energy worth $3.34K as of Q3 2026.
  • Crescent Energy was a new Mather Group position in Q3 2026.
  • Crescent Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1917 holding.
  • Mather Group first reported a position in Crescent Energy in Q3 2025 and has held it in 2 quarters since.
  • Mather Group's Crescent Energy position peaked at $24K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.