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Newbridge Financial Services Group’s Crescent Energy CRGY Stock Holding History

Newbridge Financial Services 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 		$2.55K Sell
260
-6,104
-96% -$74.6K ﹤0.01% 1049
2026
Q1 		$85.9K Buy
6,364
+4,154
+188% +$43.5K 0.01% 336
2025
Q4 		$18.5K Buy
2,210
+2,150
+3,583% +$18.9K ﹤0.01% 656
2025
Q3 		$535 Hold
60
– – ﹤0.01% 1224
2025
Q2 		$516 Hold
60
– – ﹤0.01% 1239
2025
Q1 		$674 Hold
60
– – ﹤0.01% 966
2024
Q4 		$877 Hold
60
– – ﹤0.01% 1031
2024
Q3 		$657 Hold
60
– – ﹤0.01% 607
2024
Q2 		$711 Hold
60
– – ﹤0.01% 1008
2024
Q1 		$714 Hold
60
– – ﹤0.01% 1070
2023
Q4 		$793 Buy
+60
New +$707 ﹤0.01% 1034
2023
Q3 		– Sell
-60
Closed -$625 – 1311
2023
Q2 		$625 Hold
60
– – ﹤0.01% 1249
2023
Q1 		$679 Hold
60
– – ﹤0.01% 1307
2022
Q4 		$719 Hold
60
– – ﹤0.01% 1332
2022
Q3 		$1K Hold
60
– – ﹤0.01% 1280
2022
Q2 		$1K Hold
60
– – ﹤0.01% 1260
2022
Q1 		$1K Hold
60
– – ﹤0.01% 1364
2021
Q4 		$1K Buy
+60
New +$829 ﹤0.01% 1309

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

Newbridge Financial Services Group's CRGY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Crescent Energy (CRGY) stake by 96% in Q2 2026, selling an estimated $74.6K and leaving 260 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Newbridge Financial Services Group first reported a position in CRGY in Q4 2021 and has held it in 18 quarters since. The position peaked at $85.9K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Newbridge Financial Services Group held 260 shares of Crescent Energy worth $2.55K as of Q2 2026.
  • Newbridge Financial Services Group sold 6,104 Crescent Energy shares in Q2 2026, an estimated $74.6K.
  • Crescent Energy made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1049 holding.
  • Newbridge Financial Services Group first reported a position in Crescent Energy in Q4 2021 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's Crescent Energy position peaked at $85.9K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

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