Root Financial Partners
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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
Q3 		$40.6K Buy
+654
New +$44K ﹤0.01% 1191
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's CMC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Commercial Metals (CMC) in Q3 2026: 654 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMC as recently as Q1 2026.

Root Financial Partners first reported a position in CMC in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

  • Root Financial Partners held 654 shares of Commercial Metals worth $40.6K as of Q3 2026.
  • Commercial Metals was a new Root Financial Partners position in Q3 2026.
  • Commercial Metals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1191 holding.
  • Root Financial Partners first reported a position in Commercial Metals in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.