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Capital Advisors Ltd’s Worthington Steel WS Stock Holding History

Capital Advisors Ltd’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 		$13K Hold
398
– – ﹤0.01% 804
2026
Q1 		$12K Hold
398
– – ﹤0.01% 797
2025
Q4 		$14K Hold
398
– – ﹤0.01% 740
2025
Q3 		$12K Hold
398
– – ﹤0.01% 768
2025
Q2 		$12K Hold
398
– – ﹤0.01% 755
2025
Q1 		$10K Sell
398
-1
-0.3% -$28 ﹤0.01% 781
2024
Q4 		$13K Buy
399
+394
+7,880% +$15.4K ﹤0.01% 731
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1632
2024
Q2 		$0 Hold
5
– – ﹤0.01% 1666
2024
Q1 		$0 Buy
5
+1
+25% +$30 ﹤0.01% 1570
2023
Q4 		$0 Buy
+4
New +$110 ﹤0.01% 1514

Other funds holding WS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Capital Advisors Ltd's WS Position: Q2 2026 in Review

Capital Advisors Ltd held its Worthington Steel (WS) position steady in Q2 2026 at 398 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Capital Advisors Ltd first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $14K in Q4 2025. 18 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Capital Advisors Ltd held 398 shares of Worthington Steel worth $13K as of Q2 2026.
  • Capital Advisors Ltd left its Worthington Steel share count unchanged in Q2 2026.
  • Worthington Steel made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #804 holding.
  • Capital Advisors Ltd first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • Capital Advisors Ltd's Worthington Steel position peaked at $14K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.