Position in CRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$458,928
+$330,436 QoQ
Shares Held
744
+128.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#588
of 873 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $678,694 across 2 Metal Fabrication names. CRS ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
744 | $458,928 | |
| 2 | ATI |
Ati Inc
|
1,115 | $219,766 |
All Filings in CRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,928 | 744 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $128,492 | 326 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $46,281 | 147 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $40,759 | 166 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||