UB
CRGY icon

UMB Bank’s Crescent Energy CRGY Stock Holding History

UMB 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 		$21.5K Sell
1,593
-527
-25% -$5.52K ﹤0.01% 1579
2025
Q4 		$17.8K Buy
2,120
+1,098
+107% +$9.64K ﹤0.01% 1604
2025
Q3 		$9.12K Buy
1,022
+181
+22% +$1.64K ﹤0.01% 1710
2025
Q2 		$7.23K Buy
841
+300
+55% +$2.63K ﹤0.01% 1715
2025
Q1 		$6.08K Buy
541
+351
+185% +$4.84K ﹤0.01% 1699
2024
Q4 		$2.78K Buy
+190
New +$2.58K ﹤0.01% 1870
2023
Q4 		– Sell
-90
Closed -$1.14K – 1634
2023
Q3 		$1.14K Hold
90
– – ﹤0.01% 1588
2023
Q2 		$938 Hold
90
– – ﹤0.01% 1598
2023
Q1 		$1.02K Buy
+90
New +$1.04K ﹤0.01% 1599

Other funds holding CRGY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return