AF
X

Allworth Financial’s US Steel X Stock Holding History

Allworth Financial’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,260
Closed -$95.5K – 4682
2025
Q1 		$95.5K Buy
2,260
+923
+69% +$34.9K ﹤0.01% 1253
2024
Q4 		$48.8K Buy
1,337
+801
+149% +$29.6K ﹤0.01% 1583
2024
Q3 		$18.9K Buy
536
+23
+4% +$876 ﹤0.01% 1948
2024
Q2 		$19.6K Buy
513
+64
+14% +$2.44K ﹤0.01% 1897
2024
Q1 		$18.3K Sell
449
-286
-39% -$13.1K ﹤0.01% 1817
2023
Q4 		$35.8K Sell
735
-6
-0.8% -$218 ﹤0.01% 1331
2023
Q3 		$24.1K Buy
741
+252
+52% +$7.07K ﹤0.01% 1414
2023
Q2 		$12.2K Sell
489
-6
-1% -$140 ﹤0.01% 1795
2023
Q1 		$12.9K Buy
495
+38
+8% +$1.06K ﹤0.01% 1706
2022
Q4 		$11.4K Sell
457
-15
-3% -$346 ﹤0.01% 1647
2022
Q3 		$9K Buy
472
+360
+321% +$7.7K ﹤0.01% 1719
2022
Q2 		$2K Buy
112
+5
+5% +$137 ﹤0.01% 2048
2022
Q1 		$4K Buy
107
+7
+7% +$189 ﹤0.01% 1689
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1761
2021
Q3 		$2K Hold
100
– – ﹤0.01% 1712
2021
Q2 		$2K Buy
+100
New +$2.46K ﹤0.01% 1416
2015
Q4 		– Sell
-10
Closed – – 665
2015
Q3 		$0 Hold
10
– – ﹤0.01% 647
2015
Q2 		$0 Hold
10
– – ﹤0.01% 641
2015
Q1 		$0 Buy
+10
New +$237 ﹤0.01% 627

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's X Position: Q2 2025 in Review

Allworth Financial sold out of US Steel (X) in Q2 2025, closing a stake of 2,260 shares — an estimated $95.5K sold.

Allworth Financial first reported a position in X in Q1 2015 and held it in 19 quarters. The position peaked at $95.5K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Allworth Financial reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 2,260 US Steel shares in Q2 2025, an estimated $95.5K.
  • Allworth Financial first reported a position in US Steel in Q1 2015 and held it in 19 quarters.
  • Allworth Financial's US Steel position peaked at $95.5K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.