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Trifecta Capital Advisors’s Commercial Metals CMC Stock Holding History

Trifecta Capital Advisors’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
2025
Q3 		– Sell
-19
Closed -$930 – 462
2025
Q2 		$930 Buy
+19
New +$880 ﹤0.01% 440

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Trifecta Capital Advisors's CMC Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Commercial Metals (CMC) in Q3 2025, closing a stake of 19 shares — an estimated $930 sold.

Trifecta Capital Advisors first reported a position in CMC in Q2 2025 and held it in 1 quarter. The position peaked at $930 in Q2 2025. 425 funds tracked by Wall St. Rank hold CMC as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Commercial Metals position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 19 Commercial Metals shares in Q3 2025, an estimated $930.
  • Trifecta Capital Advisors first reported a position in Commercial Metals in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Commercial Metals position peaked at $930 in Q2 2025.
  • 425 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.