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JFS Wealth Advisors’s Carpenter Technology CRS Stock Holding History

JFS Wealth 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
Q2 		$38.2K Hold
62
– – ﹤0.01% 604
2026
Q1 		$24.4K Hold
62
– – ﹤0.01% 689
2025
Q4 		$19.5K Buy
62
+26
+72% +$7.82K ﹤0.01% 755
2025
Q3 		$8.84K Hold
36
– – ﹤0.01% 935
2025
Q2 		$9.95K Hold
36
– – ﹤0.01% 867
2025
Q1 		$6.52K Buy
36
+2
+6% +$386 ﹤0.01% 1018
2024
Q4 		$5.77K Buy
34
+3
+10% +$515 ﹤0.01% 1072
2024
Q3 		$4.95K Buy
31
+2
+7% +$271 ﹤0.01% 1124
2024
Q2 		$3.18K Buy
29
+9
+45% +$865 ﹤0.01% 1250
2024
Q1 		$1.43K Sell
20
-7
-26% -$458 ﹤0.01% 1558
2023
Q4 		$1.91K Buy
27
+2
+8% +$134 ﹤0.01% 1460
2023
Q3 		$1.68K Buy
25
+7
+39% +$424 ﹤0.01% 1430
2023
Q2 		$1.01K Hold
18
– – ﹤0.01% 1602
2023
Q1 		$806 Buy
18
+1
+6% +$46 ﹤0.01% 1633
2022
Q4 		$628 Buy
17
+2
+13% +$76 ﹤0.01% 1695
2022
Q3 		$0 Buy
15
+6
+67% +$198 ﹤0.01% 1767
2022
Q2 		$0 Sell
9
-1
-10% -$36 ﹤0.01% 1783
2022
Q1 		$0 Buy
10
+7
+233% +$245 ﹤0.01% 1843
2021
Q4 		$0 Buy
+3
New +$93 ﹤0.01% 1744

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

JFS Wealth Advisors's CRS Position: Q2 2026 in Review

JFS Wealth Advisors held its Carpenter Technology (CRS) position steady in Q2 2026 at 62 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

JFS Wealth Advisors first reported a position in CRS in Q4 2021 and has held it in 19 quarters since. 107 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of Carpenter Technology worth $38.2K as of Q2 2026.
  • JFS Wealth Advisors left its Carpenter Technology share count unchanged in Q2 2026.
  • Carpenter Technology made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #604 holding.
  • JFS Wealth Advisors first reported a position in Carpenter Technology in Q4 2021 and has held it in 19 quarters since.
  • 107 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.