CFO
X

Callan Family Office’s US Steel X Stock Holding History

Callan Family Office’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
-6,165
Closed -$261K – 941
2025
Q1 		$261K Sell
6,165
-122
-2% -$4.62K 0.02% 457
2024
Q4 		$214K Buy
+6,287
New +$232K 0.01% 585

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $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

Callan Family Office's X Position: Q2 2025 in Review

Callan Family Office sold out of US Steel (X) in Q2 2025, closing a stake of 6,165 shares — an estimated $261K sold.

Callan Family Office first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Callan Family Office reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Callan Family Office sold 6,165 US Steel shares in Q2 2025, an estimated $261K.
  • Callan Family Office first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
  • Callan Family Office's US Steel position peaked at $261K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Callan Family Office's 13F filing for Q2 2025, filed 24 Jul 2025.