Merit Financial Group
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Merit Financial Group’s Commercial Metals CMC Stock Holding History

Merit Financial 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 		$1.21M Buy
19,486
+4,140
+27% +$279K 0.01% 1041
2026
Q2 		$963K Buy
15,346
+350
+2% +$24.6K 0.01% 1095
2026
Q1 		$921K Buy
14,996
+109
+0.7% +$7.87K 0.01% 1020
2025
Q4 		$1.03M Buy
14,887
+554
+4% +$34.7K 0.01% 944
2025
Q3 		$821K Buy
+14,333
New +$792K 0.01% 946

Other funds holding CMC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 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
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return

Merit Financial Group's CMC Position: Q3 2026 in Review

Merit Financial Group increased its Commercial Metals (CMC) stake by 27% in Q3 2026, buying an estimated $279K and bringing the position to 19,486 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1041.

Merit Financial Group first reported a position in CMC in Q3 2025 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

  • Merit Financial Group held 19,486 shares of Commercial Metals worth $1.21M as of Q3 2026.
  • Merit Financial Group bought 4,140 Commercial Metals shares in Q3 2026, an estimated $279K.
  • Commercial Metals made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1041 holding.
  • Merit Financial Group first reported a position in Commercial Metals in Q3 2025 and has held it in 5 quarters since.
  • 281 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.