Root Financial Partners
CMRC icon

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

Root Financial Partners’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
2026
Q3 		$1.1K Buy
+347
New +$987 ﹤0.01% 2912
2026
Q2 		– Sell
-435
Closed -$1.16K – 743
2026
Q1 		$1.16K Sell
435
-4,565
-91% -$14.2K ﹤0.01% 2549
2025
Q4 		$20.6K Buy
+5,000
New +$23K ﹤0.01% 1177

Other funds holding CMRC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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
Notable Capital Management
Notable Capital Management Menlo Park, California $49.5M AUM 24.14% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Root Financial Partners opened a new position in Commerce.com Inc Series 1 (CMRC) in Q3 2026: 347 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2912 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMRC as recently as Q1 2026.

Root Financial Partners first reported a position in CMRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.6K in Q4 2025. 58 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

  • Root Financial Partners held 347 shares of Commerce.com Inc Series 1 worth $1.1K as of Q3 2026.
  • Commerce.com Inc Series 1 was a new Root Financial Partners position in Q3 2026.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2912 holding.
  • Root Financial Partners first reported a position in Commerce.com Inc Series 1 in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Commerce.com Inc Series 1 position peaked at $20.6K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

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