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Wellspring Financial Advisors’s Carpenter Technology CRS Stock Holding History

Wellspring 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
Q2 		$445K Buy
+722
New +$340K 0.03% 183

Other funds holding CRS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wellspring Financial Advisors's CRS Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Carpenter Technology (CRS) in Q2 2026: 722 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings.

199 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Wellspring Financial Advisors held 722 shares of Carpenter Technology worth $445K as of Q2 2026.
  • Carpenter Technology was a new Wellspring Financial Advisors position in Q2 2026.
  • Carpenter Technology made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • 199 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.