Jones Financial Companies
X

Jones Financial Companies’s US Steel X Stock Holding History

Jones Financial Companies’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
-8,881
Closed -$382K – 4174
2025
Q1 		$382K Buy
8,881
+2,380
+37% +$90K ﹤0.01% 1235
2024
Q4 		$221K Buy
6,501
+3,882
+148% +$143K ﹤0.01% 1310
2024
Q3 		$93.3K Buy
2,619
+2,299
+718% +$87.5K ﹤0.01% 1430
2024
Q2 		$12.1K Buy
+320
New +$12.2K ﹤0.01% 1702

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
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
SS
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

Jones Financial Companies's X Position: Q2 2025 in Review

Jones Financial Companies sold out of US Steel (X) in Q2 2025, closing a stake of 8,881 shares — an estimated $382K sold.

Jones Financial Companies first reported a position in X in Q2 2024 and held it in 4 quarters. The position peaked at $382K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Jones Financial Companies reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 8,881 US Steel shares in Q2 2025, an estimated $382K.
  • Jones Financial Companies first reported a position in US Steel in Q2 2024 and held it in 4 quarters.
  • Jones Financial Companies's US Steel position peaked at $382K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.