Allworth Financial’s Commercial Metals CMC Stock Holding History

Allworth Financial’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4K	Buy	283 +109	+63%	+$7.87K	﹤0.01%	3093
2025 Q4	$12K	Buy	174 +37	+27%	+$2.32K	﹤0.01%	3144
2025 Q3	$7.85K	Buy	137 +20	+17%	+$1.1K	﹤0.01%	3287
2025 Q2	$5.72K	Buy	117 +33	+39%	+$1.53K	﹤0.01%	3192
2025 Q1	$3.73K	Buy	84 +13	+18%	+$632	﹤0.01%	2919
2024 Q4	$3.57K	Buy	71 +31	+78%	+$1.75K	﹤0.01%	2909
2024 Q3	$2.2K	Buy	40 +7	+21%	+$379	﹤0.01%	2931
2024 Q2	$1.9K	Buy	33 +3	+10%	+$166	﹤0.01%	2946
2024 Q1	$1.76K	Hold	30	–	–	﹤0.01%	2853
2023 Q4	$1.5K	Sell	30 -34	-53%	-$1.55K	﹤0.01%	2801
2023 Q3	$3.16K	Buy	64 +57	+814%	+$3.1K	﹤0.01%	2330
2023 Q2	$369	Buy	+7	New	+$327	﹤0.01%	2957
2022 Q3	–	Sell	-348	Closed	-$12K	–	2714
2022 Q2	$12K	Buy	+348	New	+$13.7K	﹤0.01%	1482

Other funds holding CMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return