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BOK Financial’s Carpenter Technology CRS Stock Holding History

BOK Financial’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
2025
Q3 		– Sell
-8
Closed -$2.21K – 1108
2025
Q2 		$2.21K Sell
8
-1,429
-99% -$312K ﹤0.01% 1044
2025
Q1 		$260K Buy
+1,437
New +$277K ﹤0.01% 671
2024
Q1 		– Sell
-57
Closed -$4.04K – 1219
2023
Q4 		$4.04K Hold
57
– – ﹤0.01% 1040
2023
Q3 		$3.58K Buy
+57
New +$3.46K ﹤0.01% 990

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BOK Financial's CRS Position: Q3 2025 in Review

BOK Financial sold out of Carpenter Technology (CRS) in Q3 2025, closing a stake of 8 shares — an estimated $2.21K sold.

BOK Financial first reported a position in CRS in Q3 2023 and held it in 4 quarters. The position peaked at $260K in Q1 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • BOK Financial reported no remaining Carpenter Technology position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 8 Carpenter Technology shares in Q3 2025, an estimated $2.21K.
  • BOK Financial first reported a position in Carpenter Technology in Q3 2023 and held it in 4 quarters.
  • BOK Financial's Carpenter Technology position peaked at $260K in Q1 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.