Avantax Advisory Services’s Reliance Steel & Aluminium RS Stock Holding History

Avantax Advisory Services’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Sell	1,151 -149	-11%	-$44K	﹤0.01%	1780
2025 Q1	$375K	Buy	1,300 +66	+5%	+$18.9K	﹤0.01%	1688
2024 Q4	$332K	Buy	1,234 +56	+5%	+$16.6K	﹤0.01%	1715
2024 Q3	$341K	Sell	1,178 -13	-1%	-$3.72K	﹤0.01%	1666
2024 Q2	$340K	Buy	1,191 +154	+15%	+$46.4K	﹤0.01%	1608
2024 Q1	$346K	Buy	1,037 +14	+1%	+$4.26K	﹤0.01%	1225
2023 Q4	$286K	Buy	1,023 +41	+4%	+$10.9K	﹤0.01%	1259
2023 Q3	$258K	Buy	982 +2	+0.2%	+$554	﹤0.01%	1284
2023 Q2	$266K	Hold	980	–	–	﹤0.01%	1252
2023 Q1	$251K	Buy	+980	New	+$231K	﹤0.01%	1248
2022 Q2	–	Sell	-1,537	Closed	-$278K	–	1379
2022 Q1	$278K	Buy	+1,537	New	+$266K	﹤0.01%	1036
2020 Q4	–	Sell	-2,778	Closed	-$283K	–	1279
2020 Q3	$283K	Buy	+2,778	New	+$283K	﹤0.01%	1048

Other funds holding RS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Avantax Advisory Services's RS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Reliance Steel & Aluminium (RS) stake by 11% in Q2 2025, selling an estimated $44K and leaving 1,151 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Avantax Advisory Services first reported a position in RS in Q3 2020 and has held it in 12 quarters since. The position peaked at $375K in Q1 2025. 618 funds tracked by Wall St. Rank hold RS as of Q2 2025.

Avantax Advisory Services held 1,151 shares of Reliance Steel & Aluminium worth $361K as of Q2 2025.
Avantax Advisory Services sold 149 Reliance Steel & Aluminium shares in Q2 2025, an estimated $44K.
Reliance Steel & Aluminium made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1780 holding.
Avantax Advisory Services first reported a position in Reliance Steel & Aluminium in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Reliance Steel & Aluminium position peaked at $375K in Q1 2025.
618 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.