KFI
CMRC

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

Key Financial Inc’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
2025
Q3 		– Sell
-2,500
Closed -$12.5K – 1464
2025
Q2 		$12.5K Buy
+2,500
New +$12.9K ﹤0.01% 793

Other funds holding CMRC

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Key Financial Inc's CMRC Position: Q3 2025 in Review

Key Financial Inc sold out of Commerce.com Inc Series 1 (CMRC) in Q3 2025, closing a stake of 2,500 shares — an estimated $12.5K sold.

Key Financial Inc first reported a position in CMRC in Q2 2025 and held it in 1 quarter. The position peaked at $12.5K in Q2 2025. 154 funds tracked by Wall St. Rank hold CMRC as of Q3 2025.

  • Key Financial Inc reported no remaining Commerce.com Inc Series 1 position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 2,500 Commerce.com Inc Series 1 shares in Q3 2025, an estimated $12.5K.
  • Key Financial Inc first reported a position in Commerce.com Inc Series 1 in Q2 2025 and held it in 1 quarter.
  • Key Financial Inc's Commerce.com Inc Series 1 position peaked at $12.5K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.