Financial Management Professionals
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Financial Management Professionals’s Carpenter Technology CRS Stock Holding History

Financial Management Professionals’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 		– Sell
-1
Closed -$617 – 1066
2026
Q2 		$617 Buy
+1
New +$471 ﹤0.01% 934

Other funds holding CRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Financial Management Professionals's CRS Position: Q3 2026 in Review

Financial Management Professionals sold out of Carpenter Technology (CRS) in Q3 2026, closing a stake of 1 share — an estimated $617 sold.

Financial Management Professionals first reported a position in CRS in Q2 2026 and held it in 1 quarter. The position peaked at $617 in Q2 2026. 542 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Financial Management Professionals reported no remaining Carpenter Technology position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 1 Carpenter Technology share in Q3 2026, an estimated $617.
  • Financial Management Professionals first reported a position in Carpenter Technology in Q2 2026 and held it in 1 quarter.
  • Financial Management Professionals's Carpenter Technology position peaked at $617 in Q2 2026.
  • 542 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.