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Kestra Investment Management’s Commercial Metals CMC Stock Holding History

Kestra Investment Management’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
2025
Q4 		– Sell
-7,178
Closed -$411K – 440
2025
Q3 		$411K Sell
7,178
-98
-1% -$5.42K 0.01% 305
2025
Q2 		$356K Buy
7,276
+893
+14% +$41.4K 0.01% 336
2025
Q1 		$294K Buy
6,383
+2,073
+48% +$101K 0.01% 332
2024
Q4 		$214K Buy
+4,310
New +$243K 0.01% 347

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Investment Management's CMC Position: Q4 2025 in Review

Kestra Investment Management sold out of Commercial Metals (CMC) in Q4 2025, closing a stake of 7,178 shares — an estimated $411K sold.

Kestra Investment Management first reported a position in CMC in Q4 2024 and held it in 4 quarters. The position peaked at $411K in Q3 2025. 470 funds tracked by Wall St. Rank hold CMC as of Q4 2025.

  • Kestra Investment Management reported no remaining Commercial Metals position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 7,178 Commercial Metals shares in Q4 2025, an estimated $411K.
  • Kestra Investment Management first reported a position in Commercial Metals in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's Commercial Metals position peaked at $411K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.