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Venturi Wealth Management’s POSCO PKX Stock Holding History

Venturi Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$724K Buy
12,386
+6,258
+102% +$380K 0.03% 262
2025
Q4 		$326K Buy
+6,128
New +$323K 0.01% 443
2025
Q1 		– Sell
-71
Closed -$3.08K – 1492
2024
Q4 		$3.08K Sell
71
-1
-1% -$56 ﹤0.01% 1794
2024
Q3 		$5.04K Buy
72
+41
+132% +$2.68K ﹤0.01% 1405
2024
Q2 		$2.04K Buy
+31
New +$2.2K ﹤0.01% 1359

Other funds holding PKX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return