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Jefferies Financial Group’s Carpenter Technology CRS Stock Holding History

Jefferies Financial Group’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
2024
Q3 		– Sell
-14,900
Closed -$1.63M – 1499
2024
Q2 		$1.63M Buy
+14,900
New +$1.43M 0.02% 590

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's CRS Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Carpenter Technology (CRS) in Q1 2026: 3,322 shares worth $1.31M. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in CRS as recently as Q2 2025.

Jefferies Financial Group first reported a position in CRS in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.47M in Q1 2024. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Jefferies Financial Group held 3,322 shares of Carpenter Technology worth $1.31M as of Q1 2026.
  • Carpenter Technology was a new Jefferies Financial Group position in Q1 2026.
  • Carpenter Technology made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #815 holding.
  • Jefferies Financial Group first reported a position in Carpenter Technology in Q4 2023 and has held it in 8 quarters since.
  • Jefferies Financial Group's Carpenter Technology position peaked at $3.47M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.