UBS Group’s Crescent Energy CRGY Stock Holding History

UBS Group’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	$1.47M	Buy	+150,000	New	+$1.83M	﹤0.01%	5389

Other funds holding CRGY

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

UBS Group's CRGY Position: Q2 2026 in Review

UBS Group reduced its Crescent Energy (CRGY) stake by 67% in Q2 2026, selling an estimated $22.5M and leaving 913,097 shares worth $8.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

UBS Group first reported a position in CRGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.2M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

UBS Group held 913,097 shares of Crescent Energy worth $8.97M as of Q2 2026.
UBS Group sold 1,844,126 Crescent Energy shares in Q2 2026, an estimated $22.5M.
Crescent Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3568 holding.
UBS Group first reported a position in Crescent Energy in Q4 2021 and has held it in 19 quarters since.
UBS Group's Crescent Energy position peaked at $37.2M in Q1 2026.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.