Scheeler Financial LLC’s Carpenter Technology CRS Stock Holding History

Scheeler Financial LLC’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$405K	Buy	+1,041	New	+$529K	0.31%	42

Other funds holding CRS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Scheeler Financial LLC's CRS Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Carpenter Technology (CRS) in Q3 2026: 1,041 shares worth $405K. The stake represents 0.31% of the portfolio and ranks #42 among its holdings.

38 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

Scheeler Financial LLC held 1,041 shares of Carpenter Technology worth $405K as of Q3 2026.
Carpenter Technology was a new Scheeler Financial LLC position in Q3 2026.
Carpenter Technology made up 0.31% of Scheeler Financial LLC's portfolio in Q3 2026, its #42 holding.
38 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.