Raymond James Financial
CRGY icon

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
Q2 		$3.21M Sell
326,490
-5,914
-2% -$72.3K ﹤0.01% 3113
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's CRGY Position: Q2 2026 in Review

Raymond James Financial reduced its Crescent Energy (CRGY) stake by 1.8% in Q2 2026, selling an estimated $72.3K and leaving 326,490 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Raymond James Financial first reported a position in CRGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.49M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Raymond James Financial held 326,490 shares of Crescent Energy worth $3.21M as of Q2 2026.
  • Raymond James Financial sold 5,914 Crescent Energy shares in Q2 2026, an estimated $72.3K.
  • Crescent Energy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3113 holding.
  • Raymond James Financial first reported a position in Crescent Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Crescent Energy position peaked at $4.49M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.