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UMB Bank’s Carpenter Technology CRS Stock Holding History

UMB Bank’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
Q2 		$512K Sell
830
-26
-3% -$12.2K 0.01% 480
2026
Q1 		$337K Buy
856
+132
+18% +$48.1K ﹤0.01% 562
2025
Q4 		$228K Buy
724
+136
+23% +$40.9K ﹤0.01% 649
2025
Q3 		$144K Buy
588
+4
+0.7% +$1.02K ﹤0.01% 729
2025
Q2 		$161K Buy
584
+113
+24% +$24.6K ﹤0.01% 657
2025
Q1 		$85.3K Buy
471
+167
+55% +$32.2K ﹤0.01% 831
2024
Q4 		$51.6K Buy
304
+191
+169% +$32.8K ﹤0.01% 905
2024
Q3 		$18K Buy
113
+60
+113% +$8.13K ﹤0.01% 1272
2024
Q2 		$5.81K Buy
53
+34
+179% +$3.27K ﹤0.01% 1390
2024
Q1 		$1.36K Buy
+19
New +$1.24K ﹤0.01% 1668

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's CRS Position: Q2 2026 in Review

UMB Bank reduced its Carpenter Technology (CRS) stake by 3% in Q2 2026, selling an estimated $12.2K and leaving 830 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #480.

UMB Bank first reported a position in CRS in Q1 2024 and has held it in 10 quarters since. 874 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • UMB Bank held 830 shares of Carpenter Technology worth $512K as of Q2 2026.
  • UMB Bank sold 26 Carpenter Technology shares in Q2 2026, an estimated $12.2K.
  • Carpenter Technology made up 0.01% of UMB Bank's portfolio in Q2 2026, its #480 holding.
  • UMB Bank first reported a position in Carpenter Technology in Q1 2024 and has held it in 10 quarters since.
  • 874 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.