OneAscent Financial Services’s Steel Dynamics STLD Stock Holding History

OneAscent Financial Services’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Buy	6,031 +3,139	+109%	+$571K	0.06%	202
2025 Q4	$490K	Buy	2,892 +11	+0.4%	+$1.75K	0.05%	261
2025 Q3	$402K	Sell	2,881 -3,154	-52%	-$414K	0.05%	258
2025 Q2	$780K	Sell	6,035 -3,425	-36%	-$437K	0.06%	222
2025 Q1	$1.18M	Buy	9,460 +4,855	+105%	+$615K	0.08%	170
2024 Q4	$527K	Buy	4,605 +101	+2%	+$13.4K	0.04%	247
2024 Q3	$570K	Buy	+4,504	New	+$547K	0.41%	61
2024 Q2	–	Sell	-4,445	Closed	-$659K	–	372
2024 Q1	$659K	Sell	4,445 -268	-6%	-$33.7K	0.07%	163
2023 Q4	$557K	Buy	4,713 +2,764	+142%	+$308K	0.07%	178
2023 Q3	$209K	Buy	+1,949	New	+$203K	0.05%	250
2023 Q2	–	Sell	-1,996	Closed	-$226K	–	197
2023 Q1	$226K	Buy	+1,996	New	+$232K	0.09%	149

Other funds holding STLD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

OneAscent Financial Services's STLD Position: Q1 2026 in Review

OneAscent Financial Services increased its Steel Dynamics (STLD) stake by 109% in Q1 2026, buying an estimated $571K and bringing the position to 6,031 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #202.

OneAscent Financial Services first reported a position in STLD in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2025. 933 funds tracked by Wall St. Rank hold STLD as of Q1 2026.

OneAscent Financial Services held 6,031 shares of Steel Dynamics worth $1.09M as of Q1 2026.
OneAscent Financial Services bought 3,139 Steel Dynamics shares in Q1 2026, an estimated $571K.
Steel Dynamics made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #202 holding.
OneAscent Financial Services first reported a position in Steel Dynamics in Q1 2023 and has held it in 11 quarters since.
OneAscent Financial Services's Steel Dynamics position peaked at $1.18M in Q1 2025.
933 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.