Stifel Financial
CRGY icon

Stifel Financial’s Crescent Energy CRGY Stock Holding History

Stifel Financial’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 		$115K Buy
11,756
+451
+4% +$5.51K ﹤0.01% 3601
2026
Q1 		$153K Sell
11,305
-34,155
-75% -$358K ﹤0.01% 3493
2025
Q4 		$381K Buy
45,460
+35,271
+346% +$310K ﹤0.01% 3007
2025
Q3 		$90.9K Buy
+10,189
New +$92.6K ﹤0.01% 3454
2025
Q2 		– Sell
-46,036
Closed -$517K – 3491
2025
Q1 		$517K Sell
46,036
-1,393
-3% -$19.2K ﹤0.01% 2659
2024
Q4 		$693K Buy
47,429
+101
+0.2% +$1.37K ﹤0.01% 2486
2024
Q3 		$518K Sell
47,328
-14,031
-23% -$160K ﹤0.01% 2661
2024
Q2 		$727K Sell
61,359
-3,377
-5% -$39.7K ﹤0.01% 2381
2024
Q1 		$770K Sell
64,736
-14,309
-18% -$161K ﹤0.01% 2348
2023
Q4 		$1.04M Sell
79,045
-4,905
-6% -$57.8K ﹤0.01% 2118
2023
Q3 		$1.06M Buy
83,950
+2,973
+4% +$36.4K ﹤0.01% 2012
2023
Q2 		$844K Buy
80,977
+51,283
+173% +$549K ﹤0.01% 2187
2023
Q1 		$336K Buy
+29,694
New +$344K ﹤0.01% 2739

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

Stifel Financial's CRGY Position: Q2 2026 in Review

Stifel Financial increased its Crescent Energy (CRGY) stake by 4% in Q2 2026, buying an estimated $5.51K and bringing the position to 11,756 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

Stifel Financial first reported a position in CRGY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2023. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Stifel Financial held 11,756 shares of Crescent Energy worth $115K as of Q2 2026.
  • Stifel Financial bought 451 Crescent Energy shares in Q2 2026, an estimated $5.51K.
  • Crescent Energy made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3601 holding.
  • Stifel Financial first reported a position in Crescent Energy in Q1 2023 and has held it in 13 quarters since.
  • Stifel Financial's Crescent Energy position peaked at $1.06M in Q3 2023.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.