Root Financial Partners’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-460
Closed -$82.8K 2826
2026
Q1
$82.8K Buy
460
+36
+8% +$6.55K ﹤0.01% 640
2025
Q4
$71.8K Buy
424
+77
+22% +$12.2K ﹤0.01% 588
2025
Q3
$48.4K Buy
+347
New +$45.5K ﹤0.01% 680

Other funds holding STLD

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

Root Financial Partners sold out of Steel Dynamics (STLD) in Q2 2026, closing a stake of 460 shares — an estimated $82.8K sold.

Root Financial Partners first reported a position in STLD in Q3 2025 and held it in 3 quarters. The position peaked at $82.8K in Q1 2026. 358 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Root Financial Partners reported no remaining Steel Dynamics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 460 Steel Dynamics shares in Q2 2026, an estimated $82.8K.
  • Root Financial Partners first reported a position in Steel Dynamics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Steel Dynamics position peaked at $82.8K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

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