PFS
X

Prospera Financial Services’s US Steel X Stock Holding History

Prospera Financial Services’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
-6,881
Closed -$291K – 1354
2025
Q1 		$291K Sell
6,881
-771
-10% -$29.2K 0.01% 1000
2024
Q4 		$260K Sell
7,652
-25
-0.3% -$923 0.01% 984
2024
Q3 		$271K Sell
7,677
-3,765
-33% -$143K 0.01% 955
2024
Q2 		$433K Sell
11,442
-1,474
-11% -$56.2K 0.01% 762
2024
Q1 		$527K Sell
12,916
-722
-5% -$33K 0.02% 695
2023
Q4 		$663K Buy
13,638
+5,312
+64% +$193K 0.02% 571
2023
Q3 		$270K Buy
+8,326
New +$233K 0.01% 843
2022
Q3 		– Sell
-8,110
Closed -$145K – 1600
2022
Q2 		$145K Buy
8,110
+3,610
+80% +$98.7K 0.01% 810
2022
Q1 		$170K Buy
+4,500
New +$122K 0.01% 931
2021
Q4 		– Sell
-12,880
Closed -$283K – 910
2021
Q3 		$283K Buy
+12,880
New +$322K 0.01% 676
2021
Q2 		– Sell
-9,825
Closed -$257K – 830
2021
Q1 		$257K Buy
+9,825
New +$194K 0.02% 663
2020
Q4 		– Sell
-343
Closed -$3K – 1594
2020
Q3 		$3K Buy
+343
New +$2.6K ﹤0.01% 1420

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Prospera Financial Services's X Position: Q2 2025 in Review

Prospera Financial Services sold out of US Steel (X) in Q2 2025, closing a stake of 6,881 shares — an estimated $291K sold.

Prospera Financial Services first reported a position in X in Q3 2020 and held it in 12 quarters. The position peaked at $663K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Prospera Financial Services reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 6,881 US Steel shares in Q2 2025, an estimated $291K.
  • Prospera Financial Services first reported a position in US Steel in Q3 2020 and held it in 12 quarters.
  • Prospera Financial Services's US Steel position peaked at $663K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.