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SBI Securities’s Crescent Energy CRGY Stock Holding History

SBI Securities’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 		$8.77K Sell
893
-1,690
-65% -$20.7K ﹤0.01% 1905
2026
Q1 		$34.9K Buy
2,583
+1,555
+151% +$16.3K ﹤0.01% 1241
2025
Q4 		$8.63K Buy
1,028
+133
+15% +$1.17K ﹤0.01% 1788
2025
Q3 		$7.98K Buy
895
+531
+146% +$4.82K ﹤0.01% 1868
2025
Q2 		$3.13K Sell
364
-21
-5% -$184 ﹤0.01% 2201
2025
Q1 		$4.33K Sell
385
-773
-67% -$10.6K ﹤0.01% 1956
2024
Q4 		$16.9K Buy
+1,158
New +$15.7K ﹤0.01% 1427

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 $3.37T AUM 44.26% 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

SBI Securities's CRGY Position: Q2 2026 in Review

SBI Securities reduced its Crescent Energy (CRGY) stake by 65% in Q2 2026, selling an estimated $20.7K and leaving 893 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

SBI Securities first reported a position in CRGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • SBI Securities held 893 shares of Crescent Energy worth $8.77K as of Q2 2026.
  • SBI Securities sold 1,690 Crescent Energy shares in Q2 2026, an estimated $20.7K.
  • Crescent Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1905 holding.
  • SBI Securities first reported a position in Crescent Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Crescent Energy position peaked at $34.9K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.