Financial Management Professionals
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Financial Management Professionals’s Commerce.com Inc Series 1 CMRC Stock Holding History

Financial Management Professionals’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 		$17.4K Hold
5,494
– – ﹤0.01% 492
2026
Q2 		$16.3K Buy
+5,494
New +$15.7K ﹤0.01% 496

Other funds holding CMRC

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Management Professionals's CMRC Position: Q3 2026 in Review

Financial Management Professionals held its Commerce.com Inc Series 1 (CMRC) position steady in Q3 2026 at 5,494 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Financial Management Professionals first reported a position in CMRC in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

  • Financial Management Professionals held 5,494 shares of Commerce.com Inc Series 1 worth $17.4K as of Q3 2026.
  • Financial Management Professionals left its Commerce.com Inc Series 1 share count unchanged in Q3 2026.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #492 holding.
  • Financial Management Professionals first reported a position in Commerce.com Inc Series 1 in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.