Mather Group
CRS icon

Mather Group’s Carpenter Technology CRS Stock Holding History

Mather 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
2026
Q3 		$949K Buy
2,441
+398
+19% +$202K 0.01% 385
2026
Q2 		$1.26M Sell
2,043
-186
-8% -$87.6K 0.01% 334
2026
Q1 		$879K Buy
+2,229
New +$812K 0.01% 357
2025
Q2 		– Sell
-1
Closed -$207 – 849
2025
Q1 		$207 Buy
+1
New +$193 ﹤0.01% 1727

Other funds holding CRS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mather Group's CRS Position: Q3 2026 in Review

Mather Group increased its Carpenter Technology (CRS) stake by 19% in Q3 2026, buying an estimated $202K and bringing the position to 2,441 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #385.

Mather Group first reported a position in CRS in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2026. 151 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Mather Group held 2,441 shares of Carpenter Technology worth $949K as of Q3 2026.
  • Mather Group bought 398 Carpenter Technology shares in Q3 2026, an estimated $202K.
  • Carpenter Technology made up 0.01% of Mather Group's portfolio in Q3 2026, its #385 holding.
  • Mather Group first reported a position in Carpenter Technology in Q1 2025 and has held it in 4 quarters since.
  • Mather Group's Carpenter Technology position peaked at $1.26M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.