CFS
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CGC Financial Services’s Waste Management WM Stock Holding History

CGC Financial Services’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9K Hold
125
– – 0.01% 165
2026
Q1 		$28.7K Hold
125
– – 0.01% 155
2025
Q4 		$27.5K Hold
125
– – 0.01% 168
2025
Q3 		$27.6K Hold
125
– – 0.01% 168
2025
Q2 		$28.6K Hold
125
– – 0.01% 155
2025
Q1 		$28.9K Sell
125
-35
-22% -$7.75K 0.01% 141
2024
Q4 		$32.3K Hold
160
– – 0.01% 131
2024
Q3 		$33.2K Hold
160
– – 0.01% 129
2024
Q2 		$34.1K Hold
160
– – 0.01% 124
2024
Q1 		$34.1K Sell
160
-470
-75% -$92.4K 0.02% 123
2023
Q4 		$113K Buy
630
+595
+1,700% +$99.8K 0.05% 72
2023
Q3 		$5.33K Hold
35
– – ﹤0.01% 208
2023
Q2 		$6.07K Buy
+35
New +$5.79K ﹤0.01% 206

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

CGC Financial Services's WM Position: Q2 2026 in Review

CGC Financial Services held its Waste Management (WM) position steady in Q2 2026 at 125 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #165.

CGC Financial Services first reported a position in WM in Q2 2023 and has held it in 13 quarters since. The position peaked at $113K in Q4 2023. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • CGC Financial Services held 125 shares of Waste Management worth $27.9K as of Q2 2026.
  • CGC Financial Services left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #165 holding.
  • CGC Financial Services first reported a position in Waste Management in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Waste Management position peaked at $113K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.