Advocate Group’s Steel Dynamics STLD Stock Holding History

Advocate Group’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.19M	Hold	5,363	–	–	0.18%	84
2026 Q2	$1.23M	Sell	5,363 -115	-2%	-$26.9K	0.19%	82
2026 Q1	$986K	Sell	5,478 -38	-0.7%	-$6.92K	0.15%	83
2025 Q4	$935K	Hold	5,516	–	–	0.15%	82
2025 Q3	$769K	Sell	5,516 -101	-2%	-$13.3K	0.13%	84
2025 Q2	$719K	Sell	5,617 -42	-0.7%	-$5.36K	0.13%	86
2025 Q1	$708K	Hold	5,659	–	–	0.13%	84
2024 Q4	$646K	Sell	5,659 -5	-0.1%	-$664	0.12%	89
2024 Q3	$714K	Sell	5,664 -12	-0.2%	-$1.46K	0.13%	86
2024 Q2	$735K	Sell	5,676 -62	-1%	-$8.28K	0.15%	86
2024 Q1	$851K	Sell	5,738 -176	-3%	-$22.1K	0.17%	83
2023 Q4	$698K	Sell	5,914 -782	-12%	-$87.2K	0.15%	88
2023 Q3	$718K	Sell	6,696 -27	-0.4%	-$2.81K	0.17%	85
2023 Q2	$732K	Hold	6,723	–	–	0.16%	84
2023 Q1	$760K	Sell	6,723 -1,215	-15%	-$141K	0.17%	84
2022 Q4	$776K	Sell	7,938 -399	-5%	-$38.4K	0.17%	82
2022 Q3	$592K	Sell	8,337 -389	-4%	-$29.4K	0.15%	82
2022 Q2	$577K	Buy	+8,726	New	+$699K	0.13%	81

Other funds holding STLD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Advocate Group's STLD Position: Q3 2026 in Review

Advocate Group held its Steel Dynamics (STLD) position steady in Q3 2026 at 5,363 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #84.

Advocate Group first reported a position in STLD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2026. 396 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

Advocate Group held 5,363 shares of Steel Dynamics worth $1.19M as of Q3 2026.
Advocate Group left its Steel Dynamics share count unchanged in Q3 2026.
Steel Dynamics made up 0.18% of Advocate Group's portfolio in Q3 2026, its #84 holding.
Advocate Group first reported a position in Steel Dynamics in Q2 2022 and has held it in 18 quarters since.
Advocate Group's Steel Dynamics position peaked at $1.23M in Q2 2026.
396 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.