Elm3 Financial Group’s Sterling Infrastructure STRL Stock Holding History

Elm3 Financial Group’s Portfolio STRL Stock Details STRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.31M	Sell	2,662 -67	-2%	-$37.7K	0.87%	26
2026 Q2	$2.29M	Buy	2,729 +92	+3%	+$64.6K	1.57%	16
2026 Q1	$1.07M	Sell	2,637 -73	-3%	-$28.5K	0.91%	31
2025 Q4	$830K	Sell	2,710 -448	-14%	-$154K	0.69%	38
2025 Q3	$1.07M	Sell	3,158 -234	-7%	-$66.4K	0.88%	27
2025 Q2	$783K	Sell	3,392 -409	-11%	-$71.4K	0.65%	35
2025 Q1	$430K	Sell	3,801 -1,020	-21%	-$144K	0.38%	60
2024 Q4	$812K	Buy	+4,821	New	+$833K	0.69%	36

Other funds holding STRL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Elm3 Financial Group's STRL Position: Q3 2026 in Review

Elm3 Financial Group reduced its Sterling Infrastructure (STRL) stake by 2.5% in Q3 2026, selling an estimated $37.7K and leaving 2,662 shares worth $1.31M. The position accounts for 0.87% of the portfolio, ranked #26.

Elm3 Financial Group first reported a position in STRL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q2 2026. 430 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

Elm3 Financial Group held 2,662 shares of Sterling Infrastructure worth $1.31M as of Q3 2026.
Elm3 Financial Group sold 67 Sterling Infrastructure shares in Q3 2026, an estimated $37.7K.
Sterling Infrastructure made up 0.87% of Elm3 Financial Group's portfolio in Q3 2026, its #26 holding.
Elm3 Financial Group first reported a position in Sterling Infrastructure in Q4 2024 and has held it in 8 quarters since.
Elm3 Financial Group's Sterling Infrastructure position peaked at $2.29M in Q2 2026.
430 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.