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LifeGoal Wealth Advisors’s Crane Co CR Stock Holding History

LifeGoal Wealth Advisors’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Buy
+1,066
New +$226K 0.07% 195

Other funds holding CR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LifeGoal Wealth Advisors's CR Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Crane Co (CR) in Q3 2026: 1,066 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #195 among its holdings.

18 funds tracked by Wall St. Rank hold CR as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,066 shares of Crane Co worth $217K as of Q3 2026.
  • Crane Co was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Crane Co made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #195 holding.
  • 18 funds tracked by Wall St. Rank held Crane Co as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.