Allegiance Financial Group Advisory Services’s Carpenter Technology CRS Stock Holding History

Allegiance Financial Group Advisory Services’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 Q2	$509K	Buy	+825	New	+$388K	0.09%	85

Other funds holding CRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CRS Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Carpenter Technology (CRS) in Q2 2026: 825 shares worth $509K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

Allegiance Financial Group Advisory Services held 825 shares of Carpenter Technology worth $509K as of Q2 2026.
Carpenter Technology was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Carpenter Technology made up 0.09% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #85 holding.
874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.