Vontobel Holding’s California Resources CRC Stock Holding History

Vontobel Holding’s Portfolio CRC Stock Details CRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.31M	Buy	65,151 +26,590	+69%	+$1.41M	0.01%	534
2026 Q2	$2.04M	Sell	38,561 -20,264	-34%	-$1.25M	0.01%	630
2026 Q1	$4.07M	Buy	58,825 +14,636	+33%	+$828K	0.01%	399
2025 Q4	$1.98M	Hold	44,189	–	–	0.01%	584
2025 Q3	$2.35M	Hold	44,189	–	–	0.01%	527
2025 Q2	$2.02M	Buy	+44,189	New	+$1.81M	0.01%	522
2023 Q1	–	Sell	-8,168	Closed	-$355K	–	1082
2022 Q4	$355K	Buy	+8,168	New	+$358K	﹤0.01%	853

Other funds holding CRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Vontobel Holding's CRC Position: Q3 2026 in Review

Vontobel Holding increased its California Resources (CRC) stake by 69% in Q3 2026, buying an estimated $1.41M and bringing the position to 65,151 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #534.

Vontobel Holding first reported a position in CRC in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.07M in Q1 2026. 119 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

Vontobel Holding held 65,151 shares of California Resources worth $3.31M as of Q3 2026.
Vontobel Holding bought 26,590 California Resources shares in Q3 2026, an estimated $1.41M.
California Resources made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #534 holding.
Vontobel Holding first reported a position in California Resources in Q4 2022 and has held it in 7 quarters since.
Vontobel Holding's California Resources position peaked at $4.07M in Q1 2026.
119 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.