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BFC Planning, Inc.’s Carpenter Technology CRS Stock Holding History

BFC Planning, Inc.’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 		$788K Buy
1,277
+292
+30% +$137K 0.03% 465
2026
Q1 		$388K Buy
985
+1
+0.1% +$364 0.02% 650
2025
Q4 		$310K Sell
984
-4
-0.4% -$1.2K 0.01% 701
2025
Q3 		$243K Buy
988
+655
+197% +$168K 0.02% 609
2025
Q2 		$92K Hold
333
– – 0.01% 919
2025
Q1 		$60.3K Hold
333
– – 0.01% 1035
2024
Q4 		$56.5K Buy
+333
New +$57.1K ﹤0.01% 1059

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s CRS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Carpenter Technology (CRS) stake by 30% in Q2 2026, buying an estimated $137K and bringing the position to 1,277 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #465.

BFC Planning, Inc. first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • BFC Planning, Inc. held 1,277 shares of Carpenter Technology worth $788K as of Q2 2026.
  • BFC Planning, Inc. bought 292 Carpenter Technology shares in Q2 2026, an estimated $137K.
  • Carpenter Technology made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #465 holding.
  • BFC Planning, Inc. first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • 884 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.