NFSG
X

Newbridge Financial Services Group’s US Steel X Stock Holding History

Newbridge Financial Services 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
2025
Q2 		– Sell
-1,000
Closed -$42.3K – 1369
2025
Q1 		$42.3K Hold
1,000
– – 0.01% 402
2024
Q4 		$34K Buy
+1,000
New +$36.9K 0.01% 495
2024
Q3 		– Sell
-1,000
Closed -$37.8K – 1126
2024
Q2 		$37.8K Hold
1,000
– – 0.01% 434
2024
Q1 		$40.8K Buy
+1,000
New +$45.8K 0.02% 433
2023
Q3 		– Sell
-1,647
Closed -$41.2K – 1414
2023
Q2 		$41.2K Sell
1,647
-4,900
-75% -$114K 0.02% 506
2023
Q1 		$171K Buy
6,547
+1
+0% +$28 0.09% 221
2022
Q4 		$164K Hold
6,546
– – 0.09% 212
2022
Q3 		$119K Buy
6,546
+4,910
+300% +$105K 0.07% 269
2022
Q2 		$29K Sell
1,636
-58
-3% -$1.59K 0.02% 549
2022
Q1 		$64K Sell
1,694
-3,367
-67% -$91.1K 0.03% 411
2021
Q4 		$121K Buy
5,061
+391
+8% +$9.22K 0.06% 272
2021
Q3 		$103K Buy
4,670
+3,175
+212% +$79.4K 0.06% 265
2021
Q2 		$36K Buy
1,495
+300
+25% +$7.39K 0.02% 547
2021
Q1 		$31K Sell
1,195
-750
-39% -$14.8K 0.02% 569
2020
Q4 		$33K Buy
1,945
+1
+0.1% +$12 0.03% 428
2020
Q3 		$14K Buy
+1,944
New +$14.7K 0.01% 595

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

Newbridge Financial Services Group's X Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of US Steel (X) in Q2 2025, closing a stake of 1,000 shares — an estimated $42.3K sold.

Newbridge Financial Services Group first reported a position in X in Q3 2020 and held it in 16 quarters. The position peaked at $171K in Q1 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 US Steel shares in Q2 2025, an estimated $42.3K.
  • Newbridge Financial Services Group first reported a position in US Steel in Q3 2020 and held it in 16 quarters.
  • Newbridge Financial Services Group's US Steel position peaked at $171K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.