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IFP Advisors’s Carpenter Technology CRS Stock Holding History

IFP 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
2017
Q4 		– Sell
-1,500
Closed -$72K – 3844
2017
Q3 		$72K Buy
+1,500
New +$60.1K ﹤0.01% 1757

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

IFP Advisors's CRS Position: Q2 2026 in Review

IFP Advisors reduced its Carpenter Technology (CRS) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 638 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1152.

IFP Advisors first reported a position in CRS in Q4 2015 and has held it in 42 quarters since. The position peaked at $584K in Q2 2025. 198 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • IFP Advisors held 638 shares of Carpenter Technology worth $394K as of Q2 2026.
  • IFP Advisors sold 80 Carpenter Technology shares in Q2 2026, an estimated $37.7K.
  • Carpenter Technology made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1152 holding.
  • IFP Advisors first reported a position in Carpenter Technology in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Carpenter Technology position peaked at $584K in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.