James T. Borello RIA
CRS icon

James T. Borello RIA’s Carpenter Technology CRS Stock Holding History

James T. Borello RIA’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 		$8.55K Hold
22
– – ﹤0.01% 645
2026
Q2 		$13.6K Hold
22
– – ﹤0.01% 508
2026
Q1 		$8.67K Hold
22
– – ﹤0.01% 605
2025
Q4 		$6.93K Buy
+22
New +$6.62K ﹤0.01% 503

Other funds holding CRS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

James T. Borello RIA's CRS Position: Q3 2026 in Review

James T. Borello RIA held its Carpenter Technology (CRS) position steady in Q3 2026 at 22 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

James T. Borello RIA first reported a position in CRS in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q2 2026. 157 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • James T. Borello RIA held 22 shares of Carpenter Technology worth $8.55K as of Q3 2026.
  • James T. Borello RIA left its Carpenter Technology share count unchanged in Q3 2026.
  • Carpenter Technology made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #645 holding.
  • James T. Borello RIA first reported a position in Carpenter Technology in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Carpenter Technology position peaked at $13.6K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.