BRWA
X

B. Riley Wealth Advisors’s US Steel X Stock Holding History

B. Riley Wealth Advisors’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
-11,074
Closed -$468K – 1385
2025
Q1 		$468K Sell
11,074
-586
-5% -$22.2K 0.01% 794
2024
Q4 		$396K Sell
11,660
-44,244
-79% -$1.63M 0.01% 773
2024
Q3 		$1.96M Buy
55,904
+11,905
+27% +$453K 0.05% 318
2024
Q2 		$1.66M Sell
43,999
-29,241
-40% -$1.12M 0.04% 393
2024
Q1 		$2.38M Buy
73,240
+27,494
+60% +$1.26M 0.06% 299
2023
Q4 		$2.23M Sell
45,746
-27,494
-38% -$1,000K 0.06% 336
2023
Q3 		$2.38M Buy
73,240
+18,185
+33% +$510K 0.06% 299
2023
Q2 		$1.38M Sell
55,055
-2,233
-4% -$52K 0.03% 466
2023
Q1 		$1.49M Buy
57,288
+1,397
+2% +$38.8K 0.04% 434
2022
Q4 		$1.4M Buy
55,891
+44,583
+394% +$1.03M 0.04% 438
2022
Q3 		$204K Sell
11,308
-7,623
-40% -$163K 0.01% 1220
2022
Q2 		$340K Sell
18,931
-7,373
-28% -$202K 0.01% 816
2022
Q1 		$993K Buy
26,304
+3,125
+13% +$84.6K 0.03% 490
2021
Q4 		$552K Buy
23,179
+6,646
+40% +$157K 0.02% 756
2021
Q3 		$364K Sell
16,533
-452
-3% -$11.3K 0.01% 942
2021
Q2 		$408K Buy
16,985
+1,652
+11% +$40.7K 0.01% 869
2021
Q1 		$401K Buy
15,333
+2,164
+16% +$42.7K 0.01% 845
2020
Q4 		$221K Sell
13,169
-3,779
-22% -$47K 0.01% 891
2020
Q3 		$125K Sell
16,948
-7,646
-31% -$57.9K 0.01% 875
2020
Q2 		$178K Buy
24,594
+14,496
+144% +$113K 0.01% 784
2020
Q1 		$64K Buy
+10,098
New +$84.6K 0.01% 752
2019
Q4 		– Sell
-14,822
Closed -$172K – 912
2019
Q3 		$172K Buy
+14,822
New +$191K 0.02% 739
2015
Q1 		– Sell
-2,931
Closed -$78K – 2006
2014
Q4 		$78K Buy
+2,931
New +$97.7K ﹤0.01% 1854
2014
Q3 		– Sell
-4,204
Closed -$109K – 1912
2014
Q2 		$109K Sell
4,204
-350
-8% -$8.94K 0.03% 678
2014
Q1 		$126K Sell
4,554
-1,245
-21% -$32.6K 0.04% 547
2013
Q4 		$171K Sell
5,799
-6,301
-52% -$162K 0.05% 395
2013
Q3 		$249K Buy
12,100
+7,655
+172% +$144K 0.09% 268
2013
Q2 		$78K Buy
+4,445
New +$78.6K 0.03% 610

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $202B AUM 37.79% 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 $20.6B AUM 34.61% 1-Year Est. Return

B. Riley Wealth Advisors's X Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 11,074 shares — an estimated $468K sold.

B. Riley Wealth Advisors first reported a position in X in Q2 2013 and held it in 28 quarters. The position peaked at $2.38M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,074 US Steel shares in Q2 2025, an estimated $468K.
  • B. Riley Wealth Advisors first reported a position in US Steel in Q2 2013 and held it in 28 quarters.
  • B. Riley Wealth Advisors's US Steel position peaked at $2.38M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.