Phillips Financial Management
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Phillips Financial Management’s Steel Dynamics STLD Stock Holding History

Phillips Financial Management’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
Q3 		$811K Sell
3,657
-6
-0.2% -$1.44K 0.06% 114
2026
Q2 		$841K Buy
3,663
+174
+5% +$40.8K 0.06% 115
2026
Q1 		$628K Buy
3,489
+1,679
+93% +$306K 0.05% 129
2025
Q4 		$307K Buy
1,810
+22
+1% +$3.49K 0.02% 167
2025
Q3 		$249K Buy
1,788
+8
+0.4% +$1.05K 0.02% 184
2025
Q2 		$228K Buy
1,780
+14
+0.8% +$1.79K 0.02% 175
2025
Q1 		$221K Buy
+1,766
New +$224K 0.02% 173
2024
Q4 		– Sell
-1,684
Closed -$212K – 274
2024
Q3 		$212K Sell
1,684
-2
-0.1% -$243 0.02% 179
2024
Q2 		$218K Buy
1,686
+22
+1% +$2.94K 0.02% 176
2024
Q1 		$247K Buy
+1,664
New +$209K 0.02% 161

Other funds holding STLD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Phillips Financial Management's STLD Position: Q3 2026 in Review

Phillips Financial Management reduced its Steel Dynamics (STLD) stake by 0.16% in Q3 2026, selling an estimated $1.44K and leaving 3,657 shares worth $811K. The position accounts for 0.06% of the portfolio, ranked #114.

Phillips Financial Management first reported a position in STLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $841K in Q2 2026. 182 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Phillips Financial Management held 3,657 shares of Steel Dynamics worth $811K as of Q3 2026.
  • Phillips Financial Management sold 6 Steel Dynamics shares in Q3 2026, an estimated $1.44K.
  • Steel Dynamics made up 0.06% of Phillips Financial Management's portfolio in Q3 2026, its #114 holding.
  • Phillips Financial Management first reported a position in Steel Dynamics in Q1 2024 and has held it in 10 quarters since.
  • Phillips Financial Management's Steel Dynamics position peaked at $841K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.