Sovereign Financial Group, Inc.

Position in CMC — COMMERCIAL METALS Co

CIK 1846175 STAMFORD, CT

Position in CMC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$722,942

+$15,699 QoQ

Shares Held

11,521

+0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#250

of 520 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $961,042 across 2 Metal Fabrication names. CMC ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CMC	COMMERCIAL METALS Co This page	11,521	$722,942
2	CRS	Carpenter Technology Corp	386	$238,100

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,942	11,521	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$707,243	11,513	0.0%	Shares	Sole	2026-04-17
2025-12-31	$796,929	11,513	0.0%	Shares	Sole	2026-01-07
2025-09-30	$659,464	11,513	0.0%	Shares	Sole	2025-10-17
2025-06-30	$563,100	11,513	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$528,654	11,490	+13.7%	Shares	Sole	2025-04-11
2024-12-31	$501,208	10,105	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$554,821	10,095	-0.0%	Shares	Sole	2024-10-08
2024-06-30	$555,344	10,099	0.0%	Shares	Sole	2024-07-15
2024-03-31	$593,518	10,099	0.0%	Shares	Sole	2024-04-15
2023-12-31	$505,353	10,099	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$499,041	10,100	0.0%	Shares	Sole	2023-11-03
2023-06-30	$531,866	10,100	0.0%	Shares	Sole	2023-07-31
2023-03-31	$493,890	10,100	0.0%	Shares	Sole	2023-05-04
2022-12-31	$487,830	10,100	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$354,941	10,004	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$331,000	10,000	0.0%	Shares	Sole	2022-08-15
2022-03-31	$416,200	10,000	0.0%	Shares	Sole	2022-05-16
2021-12-31	$362,900	10,000	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.