BFS
CRS icon

Bare Financial Services’s Carpenter Technology CRS Stock Holding History

Bare Financial 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
Q1 		$7.49K Sell
19
-5
-21% -$1.82K ﹤0.01% 484
2025
Q4 		$7.56K Hold
24
– – ﹤0.01% 355
2025
Q3 		$5.89K Buy
24
+2
+9% +$511 ﹤0.01% 468
2025
Q2 		$6.08K Buy
22
+9
+69% +$1.96K ﹤0.01% 376
2025
Q1 		$2.35K Buy
+13
New +$2.51K ﹤0.01% 218

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bare Financial Services's CRS Position: Q1 2026 in Review

Bare Financial Services reduced its Carpenter Technology (CRS) stake by 21% in Q1 2026, selling an estimated $1.82K and leaving 19 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Bare Financial Services first reported a position in CRS in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.56K in Q4 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Bare Financial Services held 19 shares of Carpenter Technology worth $7.49K as of Q1 2026.
  • Bare Financial Services sold 5 Carpenter Technology shares in Q1 2026, an estimated $1.82K.
  • Carpenter Technology made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #484 holding.
  • Bare Financial Services first reported a position in Carpenter Technology in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Carpenter Technology position peaked at $7.56K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.