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Parkside Financial Bank & Trust’s Crescent Energy CRGY Stock Holding History

Parkside Financial Bank & Trust’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 		$13.3K Buy
984
+212
+27% +$2.22K ﹤0.01% 1473
2025
Q4 		$6.48K Buy
772
+312
+68% +$2.74K ﹤0.01% 1724
2025
Q3 		$4.1K Hold
460
– – ﹤0.01% 1796
2025
Q2 		$3.96K Buy
460
+358
+351% +$3.13K ﹤0.01% 1794
2025
Q1 		$1.15K Buy
102
+90
+750% +$1.24K ﹤0.01% 2064
2024
Q4 		$176 Buy
+12
New +$163 ﹤0.01% 2069

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

Parkside Financial Bank & Trust's CRGY Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Crescent Energy (CRGY) stake by 27% in Q1 2026, buying an estimated $2.22K and bringing the position to 984 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Parkside Financial Bank & Trust first reported a position in CRGY in Q4 2024 and has held it in 6 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Parkside Financial Bank & Trust held 984 shares of Crescent Energy worth $13.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 212 Crescent Energy shares in Q1 2026, an estimated $2.22K.
  • Crescent Energy made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1473 holding.
  • Parkside Financial Bank & Trust first reported a position in Crescent Energy in Q4 2024 and has held it in 6 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.