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Essential Partners’s Commerce.com Inc Series 1 CMRC Stock Holding History

Essential Partners’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.5K Sell
476
-621
-57% -$1.77K ﹤0.01% 2033
2026
Q2 		$3.25K Sell
1,097
-2,050
-65% -$5.87K ﹤0.01% 1754
2026
Q1 		$8.4K Sell
3,147
-406
-11% -$1.26K ﹤0.01% 1334
2025
Q4 		$14.6K Sell
3,553
-530
-13% -$2.44K ﹤0.01% 1024
2025
Q3 		$20.4K Buy
4,083
+2,713
+198% +$13K 0.01% 884
2025
Q2 		$6.85K Buy
+1,370
New +$7.06K ﹤0.01% 961

Other funds holding CMRC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's CMRC Position: Q3 2026 in Review

Essential Partners reduced its Commerce.com Inc Series 1 (CMRC) stake by 57% in Q3 2026, selling an estimated $1.77K and leaving 476 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Essential Partners first reported a position in CMRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.4K in Q3 2025. 8 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

  • Essential Partners held 476 shares of Commerce.com Inc Series 1 worth $1.5K as of Q3 2026.
  • Essential Partners sold 621 Commerce.com Inc Series 1 shares in Q3 2026, an estimated $1.77K.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2033 holding.
  • Essential Partners first reported a position in Commerce.com Inc Series 1 in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Commerce.com Inc Series 1 position peaked at $20.4K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.