Raymond James Financial
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Raymond James Financial’s Crescent Energy CRGY Stock Holding History

Raymond James Financial’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 		$4.49M Sell
332,404
-44,722
-12% -$468K ﹤0.01% 2684
2025
Q4 		$3.16M Buy
377,126
+137,050
+57% +$1.2M ﹤0.01% 2887
2025
Q3 		$2.14M Buy
240,076
+35,950
+18% +$327K ﹤0.01% 3126
2025
Q2 		$1.76M Buy
204,126
+39,082
+24% +$342K ﹤0.01% 3182
2025
Q1 		$1.86M Buy
165,044
+41,058
+33% +$566K ﹤0.01% 3038
2024
Q4 		$1.81M Buy
+123,986
New +$1.68M ﹤0.01% 3039

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

Raymond James Financial's CRGY Position: Q1 2026 in Review

Raymond James Financial reduced its Crescent Energy (CRGY) stake by 12% in Q1 2026, selling an estimated $468K and leaving 332,404 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Raymond James Financial 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.

  • Raymond James Financial held 332,404 shares of Crescent Energy worth $4.49M as of Q1 2026.
  • Raymond James Financial sold 44,722 Crescent Energy shares in Q1 2026, an estimated $468K.
  • Crescent Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2684 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.