BFA
WS icon

Beacon Financial Advisory’s Worthington Steel WS Stock Holding History

Beacon Financial Advisory’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Buy
6,802
+5
+0.1% +$192 0.05% 391
2026
Q1 		$206K Hold
6,797
– – 0.05% 390
2025
Q4 		$235K Hold
6,797
– – 0.05% 339
2025
Q3 		$207K Hold
6,797
– – 0.05% 361
2025
Q2 		$203K Buy
+6,797
New +$175K 0.05% 341
2025
Q1 		– Sell
-6,755
Closed -$215K – 339
2024
Q4 		$215K Buy
6,755
+5
+0.1% +$195 0.07% 274
2024
Q3 		$230K Hold
6,750
– – 0.08% 266
2024
Q2 		$225K Hold
6,750
– – 0.08% 256
2024
Q1 		$242K Buy
+6,750
New +$205K 0.12% 213

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Financial Advisory's WS Position: Q2 2026 in Review

Beacon Financial Advisory increased its Worthington Steel (WS) stake by 0.07% in Q2 2026, buying an estimated $192 and bringing the position to 6,802 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #391.

Beacon Financial Advisory first reported a position in WS in Q1 2024 and has held it in 9 quarters since. The position peaked at $242K in Q1 2024. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Beacon Financial Advisory held 6,802 shares of Worthington Steel worth $228K as of Q2 2026.
  • Beacon Financial Advisory bought 5 Worthington Steel shares in Q2 2026, an estimated $192.
  • Worthington Steel made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #391 holding.
  • Beacon Financial Advisory first reported a position in Worthington Steel in Q1 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's Worthington Steel position peaked at $242K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.