PH
CRGY icon

Pinnacle Holdings’s Crescent Energy CRGY Stock Holding History

Pinnacle Holdings’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 		$439K Sell
44,704
-256
-0.6% -$3.13K 0.14% 139
2026
Q1 		$607K Buy
44,960
+41
+0.1% +$429 0.2% 132
2025
Q4 		$377K Buy
+44,919
New +$394K 0.13% 146

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

Pinnacle Holdings's CRGY Position: Q2 2026 in Review

Pinnacle Holdings reduced its Crescent Energy (CRGY) stake by 0.57% in Q2 2026, selling an estimated $3.13K and leaving 44,704 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #139.

Pinnacle Holdings first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $607K in Q1 2026. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Pinnacle Holdings held 44,704 shares of Crescent Energy worth $439K as of Q2 2026.
  • Pinnacle Holdings sold 256 Crescent Energy shares in Q2 2026, an estimated $3.13K.
  • Crescent Energy made up 0.14% of Pinnacle Holdings's portfolio in Q2 2026, its #139 holding.
  • Pinnacle Holdings first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Holdings's Crescent Energy position peaked at $607K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.