Root Financial Partners
STLD icon

Root Financial Partners’s Steel Dynamics STLD Stock Holding History

Root Financial Partners’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 		$110K Buy
+497
New +$119K ﹤0.01% 694
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

Root Financial Partners's STLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Steel Dynamics (STLD) in Q3 2026: 497 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STLD as recently as Q1 2026.

Root Financial Partners first reported a position in STLD in Q3 2025 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Root Financial Partners held 497 shares of Steel Dynamics worth $110K as of Q3 2026.
  • Steel Dynamics was a new Root Financial Partners position in Q3 2026.
  • Steel Dynamics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #694 holding.
  • Root Financial Partners first reported a position in Steel Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.