PF
X

Phoenix Financial’s US Steel X Stock Holding History

Phoenix Financial’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
-8,077
Closed -$341K – 454
2025
Q1 		$341K Sell
8,077
-1,744
-18% -$66K 0.01% 282
2024
Q4 		$334K Sell
9,821
-1,048
-10% -$38.7K ﹤0.01% 301
2024
Q3 		$384K Sell
10,869
-1,553
-13% -$59.1K 0.01% 270
2024
Q2 		$470K Buy
+12,422
New +$474K 0.01% 253

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $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

Phoenix Financial's X Position: Q2 2025 in Review

Phoenix Financial sold out of US Steel (X) in Q2 2025, closing a stake of 8,077 shares — an estimated $341K sold.

Phoenix Financial first reported a position in X in Q2 2024 and held it in 4 quarters. The position peaked at $470K in Q2 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Phoenix Financial reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 8,077 US Steel shares in Q2 2025, an estimated $341K.
  • Phoenix Financial first reported a position in US Steel in Q2 2024 and held it in 4 quarters.
  • Phoenix Financial's US Steel position peaked at $470K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.