Forvis Mazars Wealth Advisors’s STEEL PARTNERS HOLDINGS L.P. SPLP Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio SPLP Stock Details SPLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,051	Closed	-$343K	–	432
2024 Q4	$343K	Hold	8,051	–	–	0.01%	361
2024 Q3	$330K	Buy	+8,051	New	+$313K	0.01%	371
2023 Q2	–	Sell	-9,255	Closed	-$406K	–	426
2023 Q1	$406K	Hold	9,255	–	–	0.01%	289
2022 Q4	$396K	Hold	9,255	–	–	0.01%	290
2022 Q3	$384K	Hold	9,255	–	–	0.02%	288
2022 Q2	$388K	Buy	+9,255	New	+$390K	0.02%	286

Other funds holding SPLP

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPLP Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of STEEL PARTNERS HOLDINGS L.P. (SPLP) in Q1 2025, closing a stake of 8,051 shares — an estimated $343K sold.

Forvis Mazars Wealth Advisors first reported a position in SPLP in Q2 2022 and held it in 6 quarters. The position peaked at $406K in Q1 2023. 12 funds tracked by Wall St. Rank hold SPLP as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining STEEL PARTNERS HOLDINGS L.P. position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 8,051 STEEL PARTNERS HOLDINGS L.P. shares in Q1 2025, an estimated $343K.
Forvis Mazars Wealth Advisors first reported a position in STEEL PARTNERS HOLDINGS L.P. in Q2 2022 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's STEEL PARTNERS HOLDINGS L.P. position peaked at $406K in Q1 2023.
12 funds tracked by Wall St. Rank held STEEL PARTNERS HOLDINGS L.P. as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.