CAPTRUST Financial Advisors
SCS

CAPTRUST Financial Advisors’s Steelcase SCS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56,244
Closed -$616K – 2588
2025
Q1 		$616K Buy
56,244
+42,168
+300% +$486K ﹤0.01% 1523
2024
Q4 		$166K Sell
14,076
-391
-3% -$5.03K ﹤0.01% 2163
2024
Q3 		$195K Sell
14,467
-32,571
-69% -$437K ﹤0.01% 2138
2024
Q2 		$610K Buy
47,038
+9,154
+24% +$117K ﹤0.01% 1409
2024
Q1 		$496K Sell
37,884
-7,189
-16% -$92.3K ﹤0.01% 1488
2023
Q4 		$609K Buy
45,073
+11,768
+35% +$140K ﹤0.01% 1598
2023
Q3 		$372K Sell
33,305
-2,132
-6% -$18.7K ﹤0.01% 1847
2023
Q2 		$273K Sell
35,437
-92
-0.3% -$695 ﹤0.01% 2046
2023
Q1 		$299K Sell
35,529
-745
-2% -$5.72K ﹤0.01% 1741
2022
Q4 		$256K Buy
36,274
+22,363
+161% +$165K ﹤0.01% 1776
2022
Q3 		$91K Sell
13,911
-2,108
-13% -$22.5K ﹤0.01% 1944
2022
Q2 		$172K Buy
16,019
+11,878
+287% +$137K ﹤0.01% 1803
2022
Q1 		$49K Buy
4,141
+2,660
+180% +$32.1K ﹤0.01% 2791
2021
Q4 		$18K Buy
1,481
+235
+19% +$2.83K ﹤0.01% 3370
2021
Q3 		$16K Sell
1,246
-371
-23% -$5.12K ﹤0.01% 3319
2021
Q2 		$24K Sell
1,617
-111
-6% -$1.6K ﹤0.01% 2980
2021
Q1 		$25K Buy
1,728
+1,410
+443% +$20K ﹤0.01% 2866
2020
Q4 		$4K Sell
318
-817
-72% -$10K ﹤0.01% 2935
2020
Q3 		$12K Sell
1,135
-275
-20% -$2.96K ﹤0.01% 2215
2020
Q2 		$15K Buy
+1,410
New +$15.4K ﹤0.01% 2055
2019
Q4 		– Sell
-1,056
Closed -$20K – 1649
2019
Q3 		$20K Buy
1,056
+249
+31% +$4.14K ﹤0.01% 1305
2019
Q2 		$14K Buy
807
+312
+63% +$5.19K ﹤0.01% 1407
2019
Q1 		$7K Buy
+495
New +$8.23K ﹤0.01% 1471

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's SCS Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Steelcase (SCS) in Q2 2025, closing a stake of 56,244 shares — an estimated $616K sold.

CAPTRUST Financial Advisors first reported a position in SCS in Q1 2019 and held it in 23 quarters. The position peaked at $616K in Q1 2025. 218 funds tracked by Wall St. Rank hold SCS as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Steelcase position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 56,244 Steelcase shares in Q2 2025, an estimated $616K.
  • CAPTRUST Financial Advisors first reported a position in Steelcase in Q1 2019 and held it in 23 quarters.
  • CAPTRUST Financial Advisors's Steelcase position peaked at $616K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Steelcase as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.