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
-10,027
Closed -$424K – 1384
2025
Q1 		$424K Buy
+10,027
New +$379K 0.01% 822

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.