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Sovereign Financial Group’s Commercial Metals CMC Stock Holding History

Sovereign 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
Q2 		$723K Buy
11,521
+8
+0.1% +$563 0.11% 169
2026
Q1 		$707K Hold
11,513
– – 0.12% 160
2025
Q4 		$797K Hold
11,513
– – 0.14% 137
2025
Q3 		$659K Hold
11,513
– – 0.12% 150
2025
Q2 		$563K Buy
11,513
+23
+0.2% +$1.06K 0.12% 158
2025
Q1 		$529K Buy
11,490
+1,385
+14% +$67.4K 0.12% 152
2024
Q4 		$501K Buy
10,105
+10
+0.1% +$564 0.12% 163
2024
Q3 		$555K Sell
10,095
-4
-0% -$216 0.13% 148
2024
Q2 		$555K Hold
10,099
– – 0.14% 136
2024
Q1 		$594K Hold
10,099
– – 0.16% 126
2023
Q4 		$505K Sell
10,099
-1
-0% -$46 0.15% 131
2023
Q3 		$499K Hold
10,100
– – 0.18% 122
2023
Q2 		$532K Hold
10,100
– – 0.17% 131
2023
Q1 		$494K Hold
10,100
– – 0.18% 132
2022
Q4 		$488K Buy
10,100
+96
+1% +$4.4K 0.19% 124
2022
Q3 		$355K Buy
10,004
+4
+0% +$154 0.14% 136
2022
Q2 		$331K Hold
10,000
– – 0.13% 144
2022
Q1 		$416K Hold
10,000
– – 0.15% 139
2021
Q4 		$363K Buy
+10,000
New +$331K 0.15% 140

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

Sovereign Financial Group's CMC Position: Q2 2026 in Review

Sovereign Financial Group increased its Commercial Metals (CMC) stake by 0.07% in Q2 2026, buying an estimated $563 and bringing the position to 11,521 shares worth $723K. The position accounts for 0.11% of the portfolio, ranked #169.

Sovereign Financial Group first reported a position in CMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $797K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Sovereign Financial Group held 11,521 shares of Commercial Metals worth $723K as of Q2 2026.
  • Sovereign Financial Group bought 8 Commercial Metals shares in Q2 2026, an estimated $563.
  • Commercial Metals made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #169 holding.
  • Sovereign Financial Group first reported a position in Commercial Metals in Q4 2021 and has held it in 19 quarters since.
  • Sovereign Financial Group's Commercial Metals position peaked at $797K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.