Confluence Wealth Services, Inc.
Position in CRS — Carpenter Technology Corp
CIK 1910411
MCMURRAY, PA
Position in CRS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$323,841
+$123,219 QoQ
Shares Held
525
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#644
of 873 holders
Holding Since
Dec 2021
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, 2026Confluence Wealth Services, Inc. holds $1,224,982 across 2 Metal Fabrication names. CRS ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
4,572 | $901,141 | |
| 2 | CRS |
Carpenter Technology Corp
This page
|
525 | $323,841 |
All Filings in CRS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,841 | 525 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $200,622 | 509 | Shares | Sole | 2026-05-07 | |
| 2021-12-31 | $16,784 | 575 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||