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Root Financial Partners’s Crescent Energy CRGY Stock Holding History

Root Financial Partners’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 		$3.16K Buy
234
+28
+14% +$293 ﹤0.01% 2129
2025
Q4 		$1.73K Sell
206
-40
-16% -$351 ﹤0.01% 2010
2025
Q3 		$2.19K Buy
+246
New +$2.23K ﹤0.01% 1940

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

Root Financial Partners's CRGY Position: Q1 2026 in Review

Root Financial Partners increased its Crescent Energy (CRGY) stake by 14% in Q1 2026, buying an estimated $293 and bringing the position to 234 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Root Financial Partners first reported a position in CRGY in Q3 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Root Financial Partners held 234 shares of Crescent Energy worth $3.16K as of Q1 2026.
  • Root Financial Partners bought 28 Crescent Energy shares in Q1 2026, an estimated $293.
  • Crescent Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2129 holding.
  • Root Financial Partners first reported a position in Crescent Energy in Q3 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.