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BOLTON SECURITIES CORPORATION’s Crescent Energy CRGY Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-16,000
Closed -$157K – 2270
2026
Q2 		$157K Buy
+16,000
New +$196K 0.01% 967

Other funds holding CRGY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CRGY Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Crescent Energy (CRGY) in Q3 2026, closing a stake of 16,000 shares — an estimated $157K sold.

BOLTON SECURITIES CORPORATION first reported a position in CRGY in Q2 2026 and held it in 1 quarter. The position peaked at $157K in Q2 2026. 224 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Crescent Energy position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 16,000 Crescent Energy shares in Q3 2026, an estimated $157K.
  • BOLTON SECURITIES CORPORATION first reported a position in Crescent Energy in Q2 2026 and held it in 1 quarter.
  • BOLTON SECURITIES CORPORATION's Crescent Energy position peaked at $157K in Q2 2026.
  • 224 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.