Pathstone Holdings
X

Pathstone Holdings’s US Steel X Stock Holding History

Pathstone Holdings’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
-19,281
Closed -$813K – 2348
2025
Q1 		$813K Buy
19,281
+478
+3% +$18.1K ﹤0.01% 1485
2024
Q4 		$639K Buy
18,803
+913
+5% +$33.7K ﹤0.01% 1620
2024
Q3 		$632K Sell
17,890
-167
-0.9% -$6.36K ﹤0.01% 1618
2024
Q2 		$683K Buy
18,057
+635
+4% +$24.2K ﹤0.01% 1532
2024
Q1 		$710K Buy
17,422
+2,136
+14% +$97.7K ﹤0.01% 1505
2023
Q4 		$744K Buy
+15,286
New +$556K ﹤0.01% 1252

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
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
SS
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

Pathstone Holdings's X Position: Q2 2025 in Review

Pathstone Holdings sold out of US Steel (X) in Q2 2025, closing a stake of 19,281 shares — an estimated $813K sold.

Pathstone Holdings first reported a position in X in Q4 2023 and held it in 6 quarters. The position peaked at $813K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Pathstone Holdings reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Pathstone Holdings sold 19,281 US Steel shares in Q2 2025, an estimated $813K.
  • Pathstone Holdings first reported a position in US Steel in Q4 2023 and held it in 6 quarters.
  • Pathstone Holdings's US Steel position peaked at $813K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.