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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
Q2 		$9.66K Hold
984
– – ﹤0.01% 1669
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 $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

Parkside Financial Bank & Trust's CRGY Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Crescent Energy (CRGY) position steady in Q2 2026 at 984 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Parkside Financial Bank & Trust first reported a position in CRGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Parkside Financial Bank & Trust held 984 shares of Crescent Energy worth $9.66K as of Q2 2026.
  • Parkside Financial Bank & Trust left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1669 holding.
  • Parkside Financial Bank & Trust first reported a position in Crescent Energy in Q4 2024 and has held it in 7 quarters since.
  • Parkside Financial Bank & Trust's Crescent Energy position peaked at $13.3K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.