BFS
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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
Q2 		$17.3K Buy
28
+9
+47% +$4.24K ﹤0.01% 341
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's CRS Position: Q2 2026 in Review

Bare Financial Services increased its Carpenter Technology (CRS) stake by 47% in Q2 2026, buying an estimated $4.24K and bringing the position to 28 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Bare Financial Services first reported a position in CRS in Q1 2025 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Bare Financial Services held 28 shares of Carpenter Technology worth $17.3K as of Q2 2026.
  • Bare Financial Services bought 9 Carpenter Technology shares in Q2 2026, an estimated $4.24K.
  • Carpenter Technology made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #341 holding.
  • Bare Financial Services first reported a position in Carpenter Technology in Q1 2025 and has held it in 6 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

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