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Transamerica Financial Advisors’s Crescent Energy CRGY Stock Holding History

Transamerica Financial Advisors’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 		$166 Hold
17
– – ﹤0.01% 1908
2026
Q1 		$229 Hold
17
– – ﹤0.01% 1605
2025
Q4 		$143 Buy
+17
New +$149 ﹤0.01% 1598

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

Transamerica Financial Advisors's CRGY Position: Q2 2026 in Review

Transamerica Financial Advisors held its Crescent Energy (CRGY) position steady in Q2 2026 at 17 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Transamerica Financial Advisors first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $229 in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Transamerica Financial Advisors held 17 shares of Crescent Energy worth $166 as of Q2 2026.
  • Transamerica Financial Advisors left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1908 holding.
  • Transamerica Financial Advisors first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Crescent Energy position peaked at $229 in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.