Position in PKX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$19,811,849
+$8,496,956 QoQ
Shares Held
338,722
+59.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.9281948028176499.ToString("F0")%
Shared 0.ToString("F0")%
None 99.07180519718236.ToString("F0")%
Common Shares in PKX Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Creative Planning holds $90,756,138 across 10 Steel names. PKX ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
137,729 | $23,289,973 | |
| 2 | PKX |
Posco Holdings Inc.
This page
|
338,722 | $19,811,849 | |
| 3 | RS |
Reliance, Inc.
|
63,425 | $19,276,126 | |
| 4 | STLD |
Steel Dynamics Inc
|
45,442 | $8,179,560 | |
| 5 | MT |
ArcelorMittal
|
154,983 | $8,056,015 | |
| 6 | NWPX |
NWPX Infrastructure, Inc.
|
82,087 | $6,391,293 | |
| 7 | GGB |
Gerdau S.A.
|
605,923 | $2,187,382 | |
| 8 | WS |
Worthington Steel, Inc.
|
50,883 | $1,544,299 |
All Filings in PKX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,811,849 | 338,722 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,314,893 | 212,646 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,765,488 | 137,482 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,037,382 | 103,885 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,355,870 | 112,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,846,539 | 65,649 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,765,531 | 53,801 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,584,628 | 39,316 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,012,660 | 38,417 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,522,112 | 37,032 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,793,535 | 27,254 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,038,061 | 27,560 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,704,965 | 24,465 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $963,193 | 17,683 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $527,147 | 14,399 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $273,486 | 6,143 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,238 | 139 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||