Root Financial Partners’s POSCO PKX Stock Holding History

Root Financial Partners’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52	Closed	-$3.04K	–	2419
2026 Q1	$3.04K	Buy	52 +14	+37%	+$849	﹤0.01%	2151
2025 Q4	$2.02K	Buy	+38	New	+$2K	﹤0.01%	1985

Other funds holding PKX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's PKX Position: Q2 2026 in Review

Root Financial Partners sold out of POSCO (PKX) in Q2 2026, closing a stake of 52 shares — an estimated $3.04K sold.

Root Financial Partners first reported a position in PKX in Q4 2025 and held it in 2 quarters. The position peaked at $3.04K in Q1 2026. 181 funds tracked by Wall St. Rank hold PKX as of Q2 2026.

Root Financial Partners reported no remaining POSCO position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 52 POSCO shares in Q2 2026, an estimated $3.04K.
Root Financial Partners first reported a position in POSCO in Q4 2025 and held it in 2 quarters.
Root Financial Partners's POSCO position peaked at $3.04K in Q1 2026.
181 funds tracked by Wall St. Rank held POSCO as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.