Bollard Group’s Commercial Metals CMC Stock Holding History

Bollard Group’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	$20K	Hold	329	–	–	﹤0.01%	262
2025 Q4	$23K	Buy	329 +1	+0.3%	+$63	﹤0.01%	250
2025 Q3	$19K	Buy	328 +1	+0.3%	+$55	﹤0.01%	231
2025 Q2	$16K	Buy	327 +2	+0.6%	+$93	﹤0.01%	251
2025 Q1	$15K	Buy	325 +1	+0.3%	+$49	﹤0.01%	243
2024 Q4	$16K	Buy	324 +1	+0.3%	+$56	﹤0.01%	243
2024 Q3	$18K	Buy	323 +1	+0.3%	+$54	﹤0.01%	260
2024 Q2	$18K	Buy	322 +101	+46%	+$5.57K	﹤0.01%	260
2024 Q1	$13K	Buy	221 +100	+83%	+$5.3K	﹤0.01%	258
2023 Q4	$6K	Buy	121 +1	+0.8%	+$46	﹤0.01%	272
2023 Q3	$6K	Hold	120	–	–	﹤0.01%	286
2023 Q2	$6K	Buy	+120	New	+$5.6K	﹤0.01%	362

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