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Merit Financial Group’s Crescent Energy CRGY Stock Holding History

Merit 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 		$101K Buy
+10,282
New +$126K ﹤0.01% 2220
2026
Q1 		– Sell
-12,712
Closed -$107K – 2133
2025
Q4 		$107K Buy
12,712
+2,223
+21% +$19.5K ﹤0.01% 1889
2025
Q3 		$93.6K Sell
10,489
-1,410
-12% -$12.8K ﹤0.01% 1738
2025
Q2 		$102K Buy
+11,899
New +$104K ﹤0.01% 1634

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Merit Financial Group opened a new position in Crescent Energy (CRGY) in Q2 2026: 10,282 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2220 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in CRGY as recently as Q4 2025.

Merit Financial Group first reported a position in CRGY in Q2 2025 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 45 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Merit Financial Group held 10,282 shares of Crescent Energy worth $101K as of Q2 2026.
  • Crescent Energy was a new Merit Financial Group position in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2220 holding.
  • Merit Financial Group first reported a position in Crescent Energy in Q2 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Crescent Energy position peaked at $107K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.