Stiles Financial Services
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Stiles Financial Services’s Steel Dynamics STLD Stock Holding History

Stiles 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
Q3 		$4.58M Sell
20,670
-445
-2% -$107K 1.17% 18
2026
Q2 		$4.85M Sell
21,115
-185
-0.9% -$43.3K 1.22% 21
2026
Q1 		$3.83M Sell
21,300
-1,139
-5% -$207K 1.17% 20
2025
Q4 		$3.8M Sell
22,439
-97
-0.4% -$15.4K 1.17% 21
2025
Q3 		$3.14M Buy
22,536
+19
+0.1% +$2.49K 0.99% 27
2025
Q2 		$2.88M Buy
22,517
+807
+4% +$103K 1% 28
2025
Q1 		$2.72M Buy
21,710
+528
+2% +$66.9K 1.04% 27
2024
Q4 		$2.42M Buy
21,182
+1,445
+7% +$192K 0.87% 37
2024
Q3 		$2.49M Buy
19,737
+984
+5% +$120K 0.88% 37
2024
Q2 		$2.43M Buy
18,753
+99
+0.5% +$13.2K 0.93% 34
2024
Q1 		$2.77M Buy
18,654
+709
+4% +$89.1K 1.11% 28
2023
Q4 		$2.12M Buy
17,945
+2,105
+13% +$235K 0.96% 34
2023
Q3 		$1.7M Buy
15,840
+1,756
+12% +$183K 0.88% 34
2023
Q2 		$1.53M Buy
14,084
+2,295
+19% +$234K 0.76% 41
2023
Q1 		$1.33M Buy
11,789
+1,997
+20% +$232K 0.72% 42
2022
Q4 		$957K Buy
+9,792
New +$942K 0.55% 56

Other funds holding STLD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Stiles Financial Services's STLD Position: Q3 2026 in Review

Stiles Financial Services reduced its Steel Dynamics (STLD) stake by 2.1% in Q3 2026, selling an estimated $107K and leaving 20,670 shares worth $4.58M. The position accounts for 1.17% of the portfolio, ranked #18.

Stiles Financial Services first reported a position in STLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.85M in Q2 2026. 370 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • Stiles Financial Services held 20,670 shares of Steel Dynamics worth $4.58M as of Q3 2026.
  • Stiles Financial Services sold 445 Steel Dynamics shares in Q3 2026, an estimated $107K.
  • Steel Dynamics made up 1.17% of Stiles Financial Services's portfolio in Q3 2026, its #18 holding.
  • Stiles Financial Services first reported a position in Steel Dynamics in Q4 2022 and has held it in 16 quarters since.
  • Stiles Financial Services's Steel Dynamics position peaked at $4.85M in Q2 2026.
  • 370 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.