BCI
X

Brinker Capital Investments’s US Steel X Stock Holding History

Brinker Capital Investments’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
-4,919
Closed -$208K – 2066
2025
Q1 		$208K Sell
4,919
-6,454
-57% -$244K ﹤0.01% 1795
2024
Q4 		$387K Sell
11,373
-729
-6% -$26.9K ﹤0.01% 1439
2024
Q3 		$428K Sell
12,102
-1,287
-10% -$49K ﹤0.01% 1393
2024
Q2 		$506K Buy
13,389
+7,354
+122% +$281K 0.01% 1270
2024
Q1 		$246K Sell
6,035
-517
-8% -$23.7K ﹤0.01% 1535
2023
Q4 		$318K Buy
6,552
+290
+5% +$10.5K ﹤0.01% 1387
2023
Q3 		$203K Buy
+6,262
New +$176K ﹤0.01% 1549
2017
Q4 		– Sell
-102
Closed -$3K – 617
2017
Q3 		$3K Buy
+102
New +$2.5K ﹤0.01% 539
2016
Q4 		– Sell
-3
Closed – – 662
2016
Q3 		$0 Buy
+3
New +$62 ﹤0.01% 634
2016
Q1 		– Sell
-5
Closed – – 700
2015
Q4 		$0 Buy
+5
New +$49 ﹤0.01% 746

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $18.1B AUM 24.69% 1-Year Est. Return

Brinker Capital Investments's X Position: Q2 2025 in Review

Brinker Capital Investments sold out of US Steel (X) in Q2 2025, closing a stake of 4,919 shares — an estimated $208K sold.

Brinker Capital Investments first reported a position in X in Q4 2015 and held it in 10 quarters. The position peaked at $506K in Q2 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Brinker Capital Investments reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 4,919 US Steel shares in Q2 2025, an estimated $208K.
  • Brinker Capital Investments first reported a position in US Steel in Q4 2015 and held it in 10 quarters.
  • Brinker Capital Investments's US Steel position peaked at $506K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Brinker Capital Investments's 13F filing for Q2 2025, filed 14 Aug 2025.