Beacon Pointe Advisors, LLC
Position in CRS — Carpenter Technology Corp
CIK 1744317
NEWPORT BEACH, CA
Position in CRS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$926,493
+$342,757 QoQ
Shares Held
1,502
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 873 holders
Holding Since
Jun 2025
3 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, 2026Beacon Pointe Advisors, LLC holds $2,395,215 across 3 Metal Fabrication names. CRS ranks #2 (38.7% of the industry book) .
All Filings in CRS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,493 | 1,502 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $583,736 | 1,481 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $512,684 | 1,855 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||