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Farther Finance Advisors’s Carpenter Technology CRS Stock Holding History

Farther Finance Advisors’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 		$1.07M Sell
2,739
-302
-10% -$153K 0.01% 1093
2026
Q2 		$1.87M Buy
3,041
+554
+22% +$261K 0.01% 780
2026
Q1 		$1.01M Buy
2,487
+337
+16% +$123K 0.01% 963
2025
Q4 		$677K Sell
2,150
-31
-1% -$9.32K 0.01% 1128
2025
Q3 		$536K Buy
2,181
+667
+44% +$171K 0.01% 1042
2025
Q2 		$418K Sell
1,514
-29
-2% -$6.32K 0.01% 993
2025
Q1 		$282K Sell
1,543
-57
-4% -$11K 0.01% 1072
2024
Q4 		$272K Sell
1,600
-279
-15% -$47.9K 0.01% 850
2024
Q3 		$300K Sell
1,879
-1,526
-45% -$207K 0.01% 829
2024
Q2 		$364K Buy
3,405
+3,266
+2,350% +$314K 0.02% 595
2024
Q1 		$10K Sell
139
-2
-1% -$131 ﹤0.01% 1765
2023
Q4 		$9.98K Buy
141
+41
+41% +$2.76K ﹤0.01% 1608
2023
Q3 		$6.72K Hold
100
– – ﹤0.01% 1414
2023
Q2 		$5.61K Hold
100
– – ﹤0.01% 1391
2023
Q1 		$4.48K Hold
100
– – ﹤0.01% 1377
2022
Q4 		$3.69K Buy
+100
New +$3.81K ﹤0.01% 1264

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
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Farther Finance Advisors's CRS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Carpenter Technology (CRS) stake by 9.9% in Q3 2026, selling an estimated $153K and leaving 2,739 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1093.

Farther Finance Advisors first reported a position in CRS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.87M in Q2 2026. 22 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Farther Finance Advisors held 2,739 shares of Carpenter Technology worth $1.07M as of Q3 2026.
  • Farther Finance Advisors sold 302 Carpenter Technology shares in Q3 2026, an estimated $153K.
  • Carpenter Technology made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1093 holding.
  • Farther Finance Advisors first reported a position in Carpenter Technology in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Carpenter Technology position peaked at $1.87M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.