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BFSG LLC’s Core & Main CNM Stock Holding History

BFSG LLC’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Buy
9,625
+7,562
+367% +$374K 0.04% 206
2026
Q1 		$102K Buy
2,063
+95
+5% +$5.12K 0.01% 362
2025
Q4 		$102K Sell
1,968
-1,154
-37% -$59.2K 0.01% 340
2025
Q3 		$168K Buy
3,122
+2,562
+458% +$155K 0.02% 294
2025
Q2 		$33.8K Buy
560
+202
+56% +$10.8K ﹤0.01% 414
2025
Q1 		$17.3K Buy
+358
New +$18.6K ﹤0.01% 456

Other funds holding CNM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BFSG LLC's CNM Position: Q2 2026 in Review

BFSG LLC increased its Core & Main (CNM) stake by 367% in Q2 2026, buying an estimated $374K and bringing the position to 9,625 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #206.

BFSG LLC first reported a position in CNM in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • BFSG LLC held 9,625 shares of Core & Main worth $464K as of Q2 2026.
  • BFSG LLC bought 7,562 Core & Main shares in Q2 2026, an estimated $374K.
  • Core & Main made up 0.04% of BFSG LLC's portfolio in Q2 2026, its #206 holding.
  • BFSG LLC first reported a position in Core & Main in Q1 2025 and has held it in 6 quarters since.
  • 52 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.