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Summit Wealth Group, LLC/OK’s Crane Co CR Stock Holding History

Summit Wealth Group, LLC/OK’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 		$236K Hold
1,158
– – 0.4% 46
2026
Q2 		$258K Buy
+1,158
New +$218K 0.34% 55
2026
Q1 		– Sell
-1,158
Closed -$214K – 59
2025
Q4 		$214K Buy
+1,158
New +$215K 0.22% 63

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Summit Wealth Group, LLC/OK's CR Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Crane Co (CR) position steady in Q3 2026 at 1,158 shares worth $236K. The position accounts for 0.4% of the portfolio, ranked #46.

Summit Wealth Group, LLC/OK first reported a position in CR in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q2 2026. 310 funds tracked by Wall St. Rank hold CR as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,158 shares of Crane Co worth $236K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Crane Co share count unchanged in Q3 2026.
  • Crane Co made up 0.4% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #46 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Crane Co in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group, LLC/OK's Crane Co position peaked at $258K in Q2 2026.
  • 310 funds tracked by Wall St. Rank held Crane Co as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.