Quantum Financial Advisors
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Quantum Financial Advisors’s Carpenter Technology CRS Stock Holding History

Quantum Financial 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 		– Sell
-368
Closed -$227K – 268
2026
Q2 		$227K Buy
+368
New +$173K 0.02% 228

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Geode Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Quantum Financial Advisors's CRS Position: Q3 2026 in Review

Quantum Financial Advisors sold out of Carpenter Technology (CRS) in Q3 2026, closing a stake of 368 shares — an estimated $227K sold.

Quantum Financial Advisors first reported a position in CRS in Q2 2026 and held it in 1 quarter. The position peaked at $227K in Q2 2026. 473 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • Quantum Financial Advisors reported no remaining Carpenter Technology position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 368 Carpenter Technology shares in Q3 2026, an estimated $227K.
  • Quantum Financial Advisors first reported a position in Carpenter Technology in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Advisors's Carpenter Technology position peaked at $227K in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.