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BOLTON SECURITIES CORPORATION’s Carpenter Technology CRS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$167K Sell
430
-12
-3% -$6.1K 0.01% 953
2026
Q2 		$273K Buy
442
+426
+2,663% +$201K 0.01% 795
2026
Q1 		$6.31K Buy
+16
New +$5.83K ﹤0.01% 1714
2025
Q3 		$4.91K Buy
+20
New +$5.11K ﹤0.01% 1708

Other funds holding CRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CRS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Carpenter Technology (CRS) stake by 2.7% in Q3 2026, selling an estimated $6.1K and leaving 430 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #953.

BOLTON SECURITIES CORPORATION first reported a position in CRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q2 2026. 521 funds tracked by Wall St. Rank hold CRS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 430 shares of Carpenter Technology worth $167K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 12 Carpenter Technology shares in Q3 2026, an estimated $6.1K.
  • Carpenter Technology made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #953 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Carpenter Technology in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's Carpenter Technology position peaked at $273K in Q2 2026.
  • 521 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.