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Security National Bank’s Crescent Energy CRGY Stock Holding History

Security National Bank’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 		– Sell
-1,919
Closed -$16.1K – 420
2025
Q4 		$16.1K Buy
+1,919
New +$16.8K ﹤0.01% 289

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Bank's CRGY Position: Q1 2026 in Review

Security National Bank sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 1,919 shares — an estimated $16.1K sold.

Security National Bank first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $16.1K in Q4 2025. 360 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Security National Bank reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
  • Security National Bank sold 1,919 Crescent Energy shares in Q1 2026, an estimated $16.1K.
  • Security National Bank first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
  • Security National Bank's Crescent Energy position peaked at $16.1K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.