Krilogy Financial
CRS icon

Krilogy Financial’s Carpenter Technology CRS Stock Holding History

Krilogy Financial’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 		$486K Sell
1,289
-1,767
-58% -$898K 0.01% 683
2026
Q2 		$1.89M Buy
3,056
+1,985
+185% +$935K 0.06% 250
2026
Q1 		$456K Buy
1,071
+388
+57% +$141K 0.01% 609
2025
Q4 		$238K Buy
+683
New +$205K 0.01% 816

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Krilogy Financial's CRS Position: Q3 2026 in Review

Krilogy Financial reduced its Carpenter Technology (CRS) stake by 58% in Q3 2026, selling an estimated $898K and leaving 1,289 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #683.

Krilogy Financial first reported a position in CRS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q2 2026. 195 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Krilogy Financial held 1,289 shares of Carpenter Technology worth $486K as of Q3 2026.
  • Krilogy Financial sold 1,767 Carpenter Technology shares in Q3 2026, an estimated $898K.
  • Carpenter Technology made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #683 holding.
  • Krilogy Financial first reported a position in Carpenter Technology in Q4 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Carpenter Technology position peaked at $1.89M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.