Helen Stephens Group
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Helen Stephens Group’s Commercial Metals CMC Stock Holding History

Helen Stephens 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
Q3 		$958K Hold
15,426
– – 0.15% 63
2026
Q2 		$968K Hold
15,426
– – 0.16% 55
2026
Q1 		$948K Buy
+15,426
New +$1.11M 0.19% 56

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Helen Stephens Group's CMC Position: Q3 2026 in Review

Helen Stephens Group held its Commercial Metals (CMC) position steady in Q3 2026 at 15,426 shares worth $958K. The position accounts for 0.15% of the portfolio, ranked #63.

Helen Stephens Group first reported a position in CMC in Q1 2026 and has held it in 3 quarters since. The position peaked at $968K in Q2 2026. 251 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

  • Helen Stephens Group held 15,426 shares of Commercial Metals worth $958K as of Q3 2026.
  • Helen Stephens Group left its Commercial Metals share count unchanged in Q3 2026.
  • Commercial Metals made up 0.15% of Helen Stephens Group's portfolio in Q3 2026, its #63 holding.
  • Helen Stephens Group first reported a position in Commercial Metals in Q1 2026 and has held it in 3 quarters since.
  • Helen Stephens Group's Commercial Metals position peaked at $968K in Q2 2026.
  • 251 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.