AFCM
X

Applied Finance Capital Management’s US Steel X Stock Holding History

Applied Finance Capital Management’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
-5,424
Closed -$229K – 368
2025
Q1 		$229K Buy
+5,424
New +$205K 0.02% 273
2024
Q3 		– Sell
-5,715
Closed -$216K – 327
2024
Q2 		$216K Buy
+5,715
New +$218K 0.01% 287

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Applied Finance Capital Management's X Position: Q2 2025 in Review

Applied Finance Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 5,424 shares — an estimated $229K sold.

Applied Finance Capital Management first reported a position in X in Q2 2024 and held it in 2 quarters. The position peaked at $229K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Applied Finance Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 5,424 US Steel shares in Q2 2025, an estimated $229K.
  • Applied Finance Capital Management first reported a position in US Steel in Q2 2024 and held it in 2 quarters.
  • Applied Finance Capital Management's US Steel position peaked at $229K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.