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Ballentine Partners’s POSCO PKX Stock Holding History

Ballentine Partners’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
18,335
+7,596
+71% +$461K 0.01% 338
2025
Q4 		$571K Buy
10,739
+2,549
+31% +$134K 0.01% 458
2025
Q3 		$403K Sell
8,190
-636
-7% -$34.3K 0.01% 579
2025
Q2 		$428K Sell
8,826
-2,144
-20% -$98.6K 0.01% 538
2025
Q1 		$521K Buy
10,970
+2,916
+36% +$136K 0.01% 436
2024
Q4 		$349K Buy
8,054
+1,344
+20% +$74.7K 0.01% 539
2024
Q3 		$470K Buy
6,710
+588
+10% +$38.4K 0.01% 432
2024
Q2 		$402K Buy
6,122
+861
+16% +$61.1K 0.01% 456
2024
Q1 		$413K Buy
5,261
+636
+14% +$52.3K 0.01% 443
2023
Q4 		$440K Buy
4,625
+1,060
+30% +$95.7K 0.01% 398
2023
Q3 		$365K Sell
3,565
-1,192
-25% -$124K 0.01% 389
2023
Q2 		$352K Buy
+4,757
New +$346K 0.01% 408

Other funds holding PKX

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return