Key Financial Inc’s Commercial Metals CMC Stock Holding History

Key Financial Inc’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 Q2	$30.4K	Hold	484	–	–	0.01%	643
2026 Q1	$29.7K	Hold	484	–	–	0.01%	641
2025 Q4	$33.5K	Hold	484	–	–	0.01%	611
2025 Q3	$28.5K	Hold	484	–	–	0.01%	634
2025 Q2	$23.7K	Hold	484	–	–	﹤0.01%	656
2025 Q1	$22.3K	Hold	484	–	–	﹤0.01%	641
2024 Q4	$24K	Hold	484	–	–	0.01%	612
2024 Q3	$26.6K	Hold	484	–	–	0.01%	588
2024 Q2	$26.6K	Hold	484	–	–	0.01%	582
2024 Q1	$28.4K	Hold	484	–	–	0.01%	541
2023 Q4	$24.2K	Hold	484	–	–	0.01%	555
2023 Q3	$23.9K	Hold	484	–	–	0.01%	532
2023 Q2	$25.5K	Hold	484	–	–	0.01%	528
2023 Q1	$23.7K	Hold	484	–	–	0.01%	513
2022 Q4	$17.2K	Hold	484	–	–	0.01%	524
2022 Q3	$17K	Hold	484	–	–	0.01%	522
2022 Q2	$16K	Hold	484	–	–	0.01%	542
2022 Q1	$20K	Hold	484	–	–	0.01%	500
2021 Q4	$18K	Hold	484	–	–	0.01%	498
2021 Q3	$15K	Buy	+484	New	+$15.4K	0.01%	511

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Key Financial Inc's CMC Position: Q2 2026 in Review

Key Financial Inc held its Commercial Metals (CMC) position steady in Q2 2026 at 484 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #643.

Key Financial Inc first reported a position in CMC in Q3 2021 and has held it in 20 quarters since. The position peaked at $33.5K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

Key Financial Inc held 484 shares of Commercial Metals worth $30.4K as of Q2 2026.
Key Financial Inc left its Commercial Metals share count unchanged in Q2 2026.
Commercial Metals made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #643 holding.
Key Financial Inc first reported a position in Commercial Metals in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's Commercial Metals position peaked at $33.5K in Q4 2025.
522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.