SFA
X

Sequoia Financial Advisors’s US Steel X Stock Holding History

Sequoia Financial Advisors’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
-10,404
Closed -$440K – 1646
2025
Q1 		$440K Buy
10,404
+68
+0.7% +$2.57K ﹤0.01% 903
2024
Q4 		$351K Buy
+10,336
New +$381K ﹤0.01% 949
2024
Q2 		– Sell
-5,305
Closed -$216K – 1285
2024
Q1 		$216K Buy
5,305
+651
+14% +$29.8K ﹤0.01% 1021
2023
Q4 		$226K Buy
+4,654
New +$169K ﹤0.01% 1047

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

Sequoia Financial Advisors's X Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 10,404 shares — an estimated $440K sold.

Sequoia Financial Advisors first reported a position in X in Q4 2023 and held it in 4 quarters. The position peaked at $440K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,404 US Steel shares in Q2 2025, an estimated $440K.
  • Sequoia Financial Advisors first reported a position in US Steel in Q4 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's US Steel position peaked at $440K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.