KFI
X

Key Financial Inc’s US Steel X Stock Holding History

Key Financial Inc’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
-4
Closed -$169 – 1482
2025
Q1 		$169 Hold
4
– – ﹤0.01% 1341
2024
Q4 		$136 Hold
4
– – ﹤0.01% 1348
2024
Q3 		$141 Hold
4
– – ﹤0.01% 1320
2024
Q2 		$151 Hold
4
– – ﹤0.01% 1301
2024
Q1 		$163 Hold
4
– – ﹤0.01% 1274
2023
Q4 		$195 Sell
4
-264
-99% -$9.6K ﹤0.01% 1275
2023
Q3 		$8.71K Hold
268
– – ﹤0.01% 755
2023
Q2 		$6.7K Hold
268
– – ﹤0.01% 830
2023
Q1 		$7K Hold
268
– – ﹤0.01% 754
2022
Q4 		$4.86K Hold
268
– – ﹤0.01% 796
2022
Q3 		$5K Hold
268
– – ﹤0.01% 812
2022
Q2 		$5K Buy
268
+264
+6,600% +$7.22K ﹤0.01% 819
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1113
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1003
2021
Q3 		$0 Hold
4
– – ﹤0.01% 954
2021
Q2 		$0 Hold
4
– – ﹤0.01% 897
2021
Q1 		$0 Hold
4
– – ﹤0.01% 808
2020
Q4 		$0 Buy
+4
New +$50 ﹤0.01% 745
2020
Q2 		– Sell
-4
Closed – – 659
2020
Q1 		$0 Buy
+4
New +$34 ﹤0.01% 726

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Key Financial Inc's X Position: Q2 2025 in Review

Key Financial Inc sold out of US Steel (X) in Q2 2025, closing a stake of 4 shares — an estimated $169 sold.

Key Financial Inc first reported a position in X in Q1 2020 and held it in 19 quarters. The position peaked at $8.71K in Q3 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Key Financial Inc reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 4 US Steel shares in Q2 2025, an estimated $169.
  • Key Financial Inc first reported a position in US Steel in Q1 2020 and held it in 19 quarters.
  • Key Financial Inc's US Steel position peaked at $8.71K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.