Root Financial Partners
CRGY icon

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
Q3 		$31.5K Buy
+2,440
New +$29.9K ﹤0.01% 1317
2026
Q2 		– Sell
-234
Closed -$3.16K – 1017
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 +$2.24K ﹤0.01% 1940

Other funds holding CRGY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co New York $5.04B AUM 56.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's CRGY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Crescent Energy (CRGY) in Q3 2026: 2,440 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRGY as recently as Q1 2026.

Root Financial Partners first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • Root Financial Partners held 2,440 shares of Crescent Energy worth $31.5K as of Q3 2026.
  • Crescent Energy was a new Root Financial Partners position in Q3 2026.
  • Crescent Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1317 holding.
  • Root Financial Partners first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.