IFG
X

Independent Financial Group’s US Steel X Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-19,763
Closed -$516K – 931
2023
Q1 		$516K Buy
19,763
+9,224
+88% +$256K 0.04% 449
2022
Q4 		$264K Buy
+10,539
New +$243K 0.02% 603
2021
Q3 		– Sell
-8,700
Closed -$209K – 763
2021
Q2 		$209K Buy
8,700
+744
+9% +$18.3K 0.02% 653
2021
Q1 		$208K Buy
+7,956
New +$157K 0.03% 587

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's X Position: Q2 2023 in Review

Independent Financial Group sold out of US Steel (X) in Q2 2023, closing a stake of 19,763 shares — an estimated $516K sold.

Independent Financial Group first reported a position in X in Q1 2021 and held it in 4 quarters. The position peaked at $516K in Q1 2023. 423 funds tracked by Wall St. Rank hold X as of Q2 2023.

  • Independent Financial Group reported no remaining US Steel position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 19,763 US Steel shares in Q2 2023, an estimated $516K.
  • Independent Financial Group first reported a position in US Steel in Q1 2021 and held it in 4 quarters.
  • Independent Financial Group's US Steel position peaked at $516K in Q1 2023.
  • 423 funds tracked by Wall St. Rank held US Steel as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.