SFS
STLD icon

Sowell Financial Services’s Steel Dynamics STLD Stock Holding History

Sowell Financial Services’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
Q2 		$1.44M Buy
6,257
+131
+2% +$30.7K 0.05% 382
2026
Q1 		$1.1M Sell
6,126
-1,980
-24% -$360K 0.04% 414
2025
Q4 		$1.37M Buy
8,106
+190
+2% +$30.2K 0.05% 361
2025
Q3 		$1.1M Sell
7,916
-503
-6% -$66K 0.04% 397
2025
Q2 		$1.08M Sell
8,419
-326
-4% -$41.6K 0.04% 391
2025
Q1 		$1.09M Buy
+8,745
New +$1.11M 0.05% 364
2021
Q2 		– Sell
-244
Closed -$15K – 2435
2021
Q1 		$15K Sell
244
-1
-0.4% -$42 ﹤0.01% 2168
2020
Q4 		$9K Sell
245
-425
-63% -$14.8K ﹤0.01% 2078
2020
Q3 		$19K Buy
670
+61
+10% +$1.75K ﹤0.01% 1587
2020
Q2 		$16K Buy
609
+286
+89% +$7.15K ﹤0.01% 1537
2020
Q1 		$7K Buy
323
+74
+30% +$2.03K ﹤0.01% 1735
2019
Q4 		$8K Sell
249
-82
-25% -$2.62K ﹤0.01% 1769
2019
Q3 		$10K Buy
+331
New +$9.77K ﹤0.01% 1537
2017
Q1 		– Sell
-514
Closed -$19K – 526
2016
Q4 		$19K Buy
+514
New +$16.2K 0.01% 428

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

Sowell Financial Services's STLD Position: Q2 2026 in Review

Sowell Financial Services increased its Steel Dynamics (STLD) stake by 2.1% in Q2 2026, buying an estimated $30.7K and bringing the position to 6,257 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #382.

Sowell Financial Services first reported a position in STLD in Q4 2016 and has held it in 14 quarters since. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Sowell Financial Services held 6,257 shares of Steel Dynamics worth $1.44M as of Q2 2026.
  • Sowell Financial Services bought 131 Steel Dynamics shares in Q2 2026, an estimated $30.7K.
  • Steel Dynamics made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #382 holding.
  • Sowell Financial Services first reported a position in Steel Dynamics in Q4 2016 and has held it in 14 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.