Mackenzie Financial’s US Steel X Stock Holding History

Mackenzie Financial’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	-245,698	Closed	-$10.4M	–	1815
2025 Q1	$10.4M	Buy	+245,698	New	+$9.3M	0.01%	452
2023 Q3	–	Sell	-50,518	Closed	-$1.27M	–	1604
2023 Q2	$1.27M	Sell	50,518 -24,982	-33%	-$581K	﹤0.01%	809
2023 Q1	$1.97M	Buy	+75,500	New	+$2.1M	﹤0.01%	738
2018 Q4	–	Sell	-10,660	Closed	-$325K	–	1256
2018 Q3	$325K	Buy	+10,660	New	+$344K	﹤0.01%	976
2015 Q1	–	Sell	-10,200	Closed	-$273K	–	806
2014 Q4	$273K	Buy	+10,200	New	+$340K	﹤0.01%	705

Other funds holding X

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mackenzie Financial's X Position: Q2 2025 in Review

Mackenzie Financial sold out of US Steel (X) in Q2 2025, closing a stake of 245,698 shares — an estimated $10.4M sold.

Mackenzie Financial first reported a position in X in Q4 2014 and held it in 5 quarters. The position peaked at $10.4M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Mackenzie Financial reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Mackenzie Financial sold 245,698 US Steel shares in Q2 2025, an estimated $10.4M.
Mackenzie Financial first reported a position in US Steel in Q4 2014 and held it in 5 quarters.
Mackenzie Financial's US Steel position peaked at $10.4M in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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