FORA Capital’s US Steel X Stock Holding History

FORA Capital’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,098	Closed	-$258K	–	733
2025 Q1	$258K	Buy	+6,098	New	+$231K	0.03%	418
2024 Q1	–	Sell	-166,618	Closed	-$8.11M	–	592
2023 Q4	$8.11M	Buy	166,618 +54,076	+48%	+$1.97M	0.7%	38
2023 Q3	$3.66M	Buy	+112,542	New	+$3.16M	0.32%	92
2023 Q2	–	Sell	-14,365	Closed	-$375K	–	645
2023 Q1	$375K	Buy	+14,365	New	+$399K	0.04%	401
2022 Q2	–	Sell	-97,611	Closed	-$3.62M	–	712
2022 Q1	$3.62M	Buy	+97,611	New	+$2.64M	0.65%	30

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

FORA Capital's X Position: Q2 2025 in Review

FORA Capital sold out of US Steel (X) in Q2 2025, closing a stake of 6,098 shares — an estimated $258K sold.

FORA Capital first reported a position in X in Q1 2022 and held it in 5 quarters. The position peaked at $8.11M in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

FORA Capital reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 6,098 US Steel shares in Q2 2025, an estimated $258K.
FORA Capital first reported a position in US Steel in Q1 2022 and held it in 5 quarters.
FORA Capital's US Steel position peaked at $8.11M in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.