Zhang Financial’s Steelcase SCS Stock Holding History

Zhang Financial’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,307	Closed	-$118K	–	322
2025 Q2	$118K	Buy	11,307 +3	+0%	+$31	0.01%	289
2025 Q1	$124K	Buy	11,304 +951	+9%	+$11K	0.01%	295
2024 Q4	$122K	Sell	10,353 -347	-3%	-$4.46K	0.01%	293
2024 Q3	$144K	Sell	10,700 -10,831	-50%	-$145K	0.01%	273
2024 Q2	$279K	Hold	21,531	–	–	0.02%	229
2024 Q1	$282K	Hold	21,531	–	–	0.02%	231
2023 Q4	$291K	Hold	21,531	–	–	0.03%	216
2023 Q3	$241K	Sell	21,531 -3,000	-12%	-$26.3K	0.02%	216
2023 Q2	$189K	Sell	24,531 -1,000	-4%	-$7.56K	0.02%	240
2023 Q1	$215K	Hold	25,531	–	–	0.02%	219
2022 Q4	$181K	Hold	25,531	–	–	0.02%	224
2022 Q3	$166K	Sell	25,531 -2,000	-7%	-$21.4K	0.03%	210
2022 Q2	$295K	Hold	27,531	–	–	0.05%	180
2022 Q1	$329K	Hold	27,531	–	–	0.06%	175
2021 Q4	$323K	Hold	27,531	–	–	0.06%	161
2021 Q3	$349K	Hold	27,531	–	–	0.08%	115
2021 Q2	$416K	Sell	27,531 -2,000	-7%	-$28.8K	0.1%	87
2021 Q1	$425K	Hold	29,531	–	–	0.11%	80
2020 Q4	$400K	Sell	29,531 -500	-2%	-$6.12K	0.12%	71
2020 Q3	$304K	Sell	30,031 -6,500	-18%	-$69.9K	0.11%	75
2020 Q2	$441K	Hold	36,531	–	–	0.17%	59
2020 Q1	$361K	Sell	36,531 -1,000	-3%	-$16.5K	0.16%	63
2019 Q4	$768K	Hold	37,531	–	–	0.29%	43
2019 Q3	$691K	Sell	37,531 -3,000	-7%	-$49.9K	0.29%	41
2019 Q2	$693K	Hold	40,531	–	–	0.29%	42
2019 Q1	$590K	Hold	40,531	–	–	0.25%	47
2018 Q4	$601K	Sell	40,531 -1,000	-2%	-$16.3K	0.29%	44
2018 Q3	$743K	Sell	41,531 -1,000	-2%	-$14.7K	0.35%	36
2018 Q2	$581K	Hold	42,531	–	–	0.3%	41
2018 Q1	$576K	Hold	42,531	–	–	0.3%	39
2017 Q4	$646K	Sell	42,531 -1,046	-2%	-$15.4K	0.32%	40
2017 Q3	$660K	Sell	43,577 -908	-2%	-$12.4K	0.34%	40
2017 Q2	$614K	Buy	44,485 +1,954	+5%	+$32.2K	0.33%	42
2017 Q1	$646K	Sell	42,531 -1,951	-4%	-$32.2K	0.32%	40
2016 Q4	$727K	Buy	44,482 +106	+0.2%	+$1.6K	0.39%	38
2016 Q3	$616K	Sell	44,376 -2,000	-4%	-$28.5K	0.34%	40
2016 Q2	$629K	Buy	46,376 +300	+0.7%	+$4.54K	0.35%	39
2016 Q1	$687K	Hold	46,076	–	–	0.39%	35
2015 Q4	$687K	Sell	46,076 -3,000	-6%	-$56.5K	0.41%	34
2015 Q3	$903K	Hold	49,076	–	–	0.58%	30
2015 Q2	$928K	Sell	49,076 -1,000	-2%	-$18.3K	0.6%	27
2015 Q1	$948K	Sell	50,076 -1,000	-2%	-$18.1K	0.59%	27
2014 Q4	$917K	Sell	51,076 -1,000	-2%	-$17.2K	0.6%	28
2014 Q3	$843K	Sell	52,076 -1,000	-2%	-$15.7K	0.58%	29
2014 Q2	$803K	Hold	53,076	–	–	0.54%	29
2014 Q1	$882K	Sell	53,076 -1,000	-2%	-$14.9K	0.63%	25
2013 Q4	$858K	Sell	54,076 -1,000	-2%	-$15.9K	0.65%	24
2013 Q3	$915K	Sell	55,076 -1,000	-2%	-$15.3K	0.74%	24
2013 Q2	$818K	Buy	+56,076	New	+$758K	0.7%	25

Other funds holding SCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zhang Financial's SCS Position: Q3 2025 in Review

Zhang Financial sold out of Steelcase (SCS) in Q3 2025, closing a stake of 11,307 shares — an estimated $118K sold.

Zhang Financial first reported a position in SCS in Q2 2013 and held it in 49 quarters. The position peaked at $948K in Q1 2015. 226 funds tracked by Wall St. Rank hold SCS as of Q3 2025.

Zhang Financial reported no remaining Steelcase position as of Q3 2025 after selling out during the quarter.
Zhang Financial sold 11,307 Steelcase shares in Q3 2025, an estimated $118K.
Zhang Financial first reported a position in Steelcase in Q2 2013 and held it in 49 quarters.
Zhang Financial's Steelcase position peaked at $948K in Q1 2015.
226 funds tracked by Wall St. Rank held Steelcase as of Q3 2025.

Based on Zhang Financial's 13F filing for Q3 2025, filed 10 Nov 2025.