Position in CRS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$719,852
+$259,879 QoQ
Shares Held
1,167
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#519
of 873 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Valmark Advisers, Inc. holds $719,852 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
1,167 | $719,852 |
All Filings in CRS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,852 | 1,167 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $459,973 | 1,167 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||