Harel Insurance Investments & Financial Services’s Creative Media & Community Trust CMCT Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio CMCT Stock Details CMCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-46	Closed	-$29K	–	432
2025 Q3	$29K	Hold	46	–	–	﹤0.01%	406
2025 Q2	$37K	Hold	46	–	–	﹤0.01%	368
2025 Q1	$29K	Buy	+46	New	+$83.2K	﹤0.01%	398
2024 Q1	–	Sell	-46	Closed	-$4.22M	–	557
2023 Q4	$4.22M	Hold	46	–	–	0.07%	94
2023 Q3	$4.55M	Buy	+46	New	+$4.97M	0.09%	91
2023 Q2	–	Sell	-46	Closed	-$4.64M	–	708
2023 Q1	$4.64M	Hold	46	–	–	0.1%	94
2022 Q4	$5.58M	Hold	46	–	–	0.12%	83
2022 Q3	$7.18M	Hold	46	–	–	0.18%	80
2022 Q2	$8.05M	Hold	46	–	–	0.17%	86
2022 Q1	$8.77M	Hold	46	–	–	0.14%	89
2021 Q4	$8.32M	Buy	+46	New	+$8.87M	0.16%	72

Other funds holding CMCT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CMCT Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Creative Media & Community Trust (CMCT) in Q4 2025, closing a stake of 46 shares — an estimated $29K sold.

Harel Insurance Investments & Financial Services first reported a position in CMCT in Q4 2021 and held it in 11 quarters. The position peaked at $8.77M in Q1 2022. 17 funds tracked by Wall St. Rank hold CMCT as of Q4 2025.

Harel Insurance Investments & Financial Services reported no remaining Creative Media & Community Trust position as of Q4 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 46 Creative Media & Community Trust shares in Q4 2025, an estimated $29K.
Harel Insurance Investments & Financial Services first reported a position in Creative Media & Community Trust in Q4 2021 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Creative Media & Community Trust position peaked at $8.77M in Q1 2022.
17 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.