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Rothschild Investment LLC’s Crescent Energy CRGY Stock Holding History

Rothschild Investment LLC’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 		$4.83K Buy
492
+29
+6% +$354 ﹤0.01% 2286
2026
Q1 		$6.25K Buy
463
+74
+19% +$775 ﹤0.01% 1945
2025
Q4 		$3.26K Buy
389
+109
+39% +$957 ﹤0.01% 2114
2025
Q3 		$2.5K Sell
280
-110
-28% -$999 ﹤0.01% 2090
2025
Q2 		$3.35K Buy
390
+99
+34% +$867 ﹤0.01% 1714
2025
Q1 		$3.27K Buy
291
+11
+4% +$152 ﹤0.01% 1638
2024
Q4 		$4.09K Buy
280
+85
+44% +$1.15K ﹤0.01% 1425
2024
Q3 		$2.13K Buy
195
+115
+144% +$1.31K ﹤0.01% 1685
2024
Q2 		$948 Buy
80
+70
+700% +$823 ﹤0.01% 1688
2024
Q1 		$119 Buy
+10
New +$113 ﹤0.01% 2108

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rothschild Investment LLC's CRGY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Crescent Energy (CRGY) stake by 6.3% in Q2 2026, buying an estimated $354 and bringing the position to 492 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Rothschild Investment LLC first reported a position in CRGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.25K in Q1 2026. 139 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Rothschild Investment LLC held 492 shares of Crescent Energy worth $4.83K as of Q2 2026.
  • Rothschild Investment LLC bought 29 Crescent Energy shares in Q2 2026, an estimated $354.
  • Crescent Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2286 holding.
  • Rothschild Investment LLC first reported a position in Crescent Energy in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Crescent Energy position peaked at $6.25K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.