Position in CRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,641,206
+$1,320,845 QoQ
Shares Held
5,903
+0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#280
of 873 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Fiduciary Alliance LLC holds $3,866,491 across 2 Metal Fabrication names. CRS ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
5,903 | $3,641,206 | |
| 2 | ATI |
Ati Inc
|
1,143 | $225,285 |
All Filings in CRS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,641,206 | 5,903 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,320,361 | 5,887 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,853,463 | 5,887 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,445,493 | 5,887 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,627,049 | 5,887 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||