PFG Advisors
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PFG Advisors’s Carpenter Technology CRS Stock Holding History

PFG 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
Q3 		$1.57M Buy
4,047
+1,168
+41% +$594K 0.08% 284
2026
Q2 		$1.78M Buy
2,879
+5
+0.2% +$2.35K 0.09% 260
2026
Q1 		$1.13M Buy
2,874
+140
+5% +$51K 0.06% 348
2025
Q4 		$861K Buy
2,734
+225
+9% +$67.7K 0.04% 407
2025
Q3 		$616K Buy
2,509
+392
+19% +$100K 0.03% 508
2025
Q2 		$585K Buy
+2,117
New +$461K 0.03% 389

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Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

PFG Advisors's CRS Position: Q3 2026 in Review

PFG Advisors increased its Carpenter Technology (CRS) stake by 41% in Q3 2026, buying an estimated $594K and bringing the position to 4,047 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #284.

PFG Advisors first reported a position in CRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2026. 322 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • PFG Advisors held 4,047 shares of Carpenter Technology worth $1.57M as of Q3 2026.
  • PFG Advisors bought 1,168 Carpenter Technology shares in Q3 2026, an estimated $594K.
  • Carpenter Technology made up 0.08% of PFG Advisors's portfolio in Q3 2026, its #284 holding.
  • PFG Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 6 quarters since.
  • PFG Advisors's Carpenter Technology position peaked at $1.78M in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.