NewEdge Wealth’s POSCO PKX Stock Holding History

NewEdge Wealth’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,123	Closed	-$243K	–	1015
2025 Q1	$243K	Buy	+5,123	New	+$240K	﹤0.01%	826
2024 Q4	–	Sell	-5,719	Closed	-$400K	–	952
2024 Q3	$400K	Buy	+5,719	New	+$374K	0.01%	667

Other funds holding PKX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NewEdge Wealth's PKX Position: Q2 2025 in Review

NewEdge Wealth sold out of POSCO (PKX) in Q2 2025, closing a stake of 5,123 shares — an estimated $243K sold.

NewEdge Wealth first reported a position in PKX in Q3 2024 and held it in 2 quarters. The position peaked at $400K in Q3 2024. 142 funds tracked by Wall St. Rank hold PKX as of Q2 2025.

NewEdge Wealth reported no remaining POSCO position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 5,123 POSCO shares in Q2 2025, an estimated $243K.
NewEdge Wealth first reported a position in POSCO in Q3 2024 and held it in 2 quarters.
NewEdge Wealth's POSCO position peaked at $400K in Q3 2024.
142 funds tracked by Wall St. Rank held POSCO as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.