CI
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CX Institutional’s Carpenter Technology CRS Stock Holding History

CX Institutional’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 		$2K Hold
4
– – ﹤0.01% 1547
2026
Q2 		$2K Hold
4
– – ﹤0.01% 1459
2026
Q1 		$2K Buy
+4
New +$1.46K ﹤0.01% 1446

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's CRS Position: Q3 2026 in Review

CX Institutional held its Carpenter Technology (CRS) position steady in Q3 2026 at 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

CX Institutional first reported a position in CRS in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • CX Institutional held 4 shares of Carpenter Technology worth $2K as of Q3 2026.
  • CX Institutional left its Carpenter Technology share count unchanged in Q3 2026.
  • Carpenter Technology made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1547 holding.
  • CX Institutional first reported a position in Carpenter Technology in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.