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Compass Financial Services’s Steel Dynamics STLD Stock Holding History

Compass Financial Services’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-162
Closed -$27.5K – 246
2025
Q4 		$27.5K Hold
162
– – 0.01% 134
2025
Q3 		$22.6K Hold
162
– – 0.01% 154
2025
Q2 		$20.7K Hold
162
– – 0.01% 150
2025
Q1 		$20.3K Hold
162
– – 0.01% 136
2024
Q4 		$18.5K Buy
+162
New +$21.5K 0.01% 107

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Compass Financial Services's STLD Position: Q1 2026 in Review

Compass Financial Services sold out of Steel Dynamics (STLD) in Q1 2026, closing a stake of 162 shares — an estimated $27.5K sold.

Compass Financial Services first reported a position in STLD in Q4 2024 and held it in 5 quarters. The position peaked at $27.5K in Q4 2025. 932 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

  • Compass Financial Services reported no remaining Steel Dynamics position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 162 Steel Dynamics shares in Q1 2026, an estimated $27.5K.
  • Compass Financial Services first reported a position in Steel Dynamics in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Steel Dynamics position peaked at $27.5K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.