JFS Wealth Advisors’s Steel Dynamics STLD Stock Holding History

JFS Wealth Advisors’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.2K	Buy	236 +5	+2%	+$1.17K	﹤0.01%	535
2026 Q1	$41.6K	Buy	231 +3	+1%	+$546	﹤0.01%	561
2025 Q4	$38.7K	Buy	228 +42	+23%	+$6.67K	﹤0.01%	589
2025 Q3	$25.9K	Hold	186	–	–	﹤0.01%	645
2025 Q2	$23.8K	Sell	186 -1	-0.5%	-$128	﹤0.01%	619
2025 Q1	$23.4K	Buy	187 +3	+2%	+$380	﹤0.01%	631
2024 Q4	$21K	Sell	184 -2	-1%	-$266	﹤0.01%	633
2024 Q3	$23.5K	Buy	186 +3	+2%	+$365	﹤0.01%	608
2024 Q2	$23.7K	Sell	183 -17	-9%	-$2.27K	﹤0.01%	565
2024 Q1	$29.6K	Sell	200 -5	-2%	-$629	﹤0.01%	537
2023 Q4	$24.2K	Hold	205	–	–	﹤0.01%	544
2023 Q3	$22K	Sell	205 -1	-0.5%	-$104	﹤0.01%	524
2023 Q2	$22.4K	Hold	206	–	–	﹤0.01%	522
2023 Q1	$23.3K	Sell	206 -10	-5%	-$1.16K	﹤0.01%	496
2022 Q4	$21.1K	Buy	216 +13	+6%	+$1.25K	﹤0.01%	523
2022 Q3	$14K	Buy	203 +34	+20%	+$2.57K	﹤0.01%	649
2022 Q2	$11K	Buy	169 +11	+7%	+$881	﹤0.01%	745
2022 Q1	$13K	Buy	158 +101	+177%	+$6.81K	﹤0.01%	718
2021 Q4	$4K	Buy	+57	New	+$3.57K	﹤0.01%	880

Other funds holding STLD

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return