Moody National Bank Trust Division’s Crescent Energy CRGY Stock Holding History

Moody National Bank Trust Division’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	$1.65M	Hold	167,634	–	–	0.14%	143
2026 Q1	$2.26M	Buy	167,634 +194	+0.1%	+$2.03K	0.22%	85
2025 Q4	$1.4M	Buy	167,440 +66,717	+66%	+$586K	0.14%	150
2025 Q3	$898K	Hold	100,723	–	–	0.08%	272
2025 Q2	$866K	Sell	100,723 -615	-0.6%	-$5.38K	0.08%	273
2025 Q1	$1.14M	Sell	101,338 -7,804	-7%	-$108K	0.12%	201
2024 Q4	$1.59M	Hold	109,142	–	–	0.17%	139
2024 Q3	$1.2M	Buy	109,142 +44,236	+68%	+$505K	0.13%	193
2024 Q2	$769K	Buy	+64,906	New	+$763K	0.06%	231

Other funds holding CRGY

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return