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Root Financial Partners’s Commercial Metals CMC Stock Holding History

Root Financial Partners’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 		– Sell
-434
Closed -$26.7K – 954
2026
Q1 		$26.7K Sell
434
-77
-15% -$5.56K ﹤0.01% 1166
2025
Q4 		$35.4K Buy
511
+82
+19% +$5.13K ﹤0.01% 861
2025
Q3 		$24.6K Buy
+429
New +$23.7K ﹤0.01% 1010

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Root Financial Partners's CMC Position: Q2 2026 in Review

Root Financial Partners sold out of Commercial Metals (CMC) in Q2 2026, closing a stake of 434 shares — an estimated $26.7K sold.

Root Financial Partners first reported a position in CMC in Q3 2025 and held it in 3 quarters. The position peaked at $35.4K in Q4 2025. 523 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Root Financial Partners reported no remaining Commercial Metals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 434 Commercial Metals shares in Q2 2026, an estimated $26.7K.
  • Root Financial Partners first reported a position in Commercial Metals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Commercial Metals position peaked at $35.4K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.