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Congress Wealth Management’s POSCO PKX Stock Holding History

Congress Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,381
Closed -$351K – 1209
2025
Q1 		$351K Buy
+7,381
New +$345K ﹤0.01% 910
2024
Q4 		– Sell
-9,417
Closed -$659K – 915
2024
Q3 		$659K Buy
+9,417
New +$616K 0.01% 585

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Congress Wealth Management's PKX Position: Q2 2025 in Review

Congress Wealth Management sold out of POSCO (PKX) in Q2 2025, closing a stake of 7,381 shares — an estimated $351K sold.

Congress Wealth Management first reported a position in PKX in Q3 2024 and held it in 2 quarters. The position peaked at $659K in Q3 2024. 143 funds tracked by Wall St. Rank hold PKX as of Q2 2025.

  • Congress Wealth Management reported no remaining POSCO position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 7,381 POSCO shares in Q2 2025, an estimated $351K.
  • Congress Wealth Management first reported a position in POSCO in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's POSCO position peaked at $659K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held POSCO as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.