Position in RS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,015,998
-$163,084 QoQ
Shares Held
13,214
-8.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 87.21992293420865.ToString("F0")%
Shared 0.ToString("F0")%
None 12.780077065791351.ToString("F0")%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Focus Partners Wealth holds $19,380,228 across 6 Steel names. RS ranks #3 (20.7% of the industry book) .
All Filings in RS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,015,998 | 13,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,179,082 | 14,467 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,790,046 | 9,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,488,913 | 7,929 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,138,193 | 7,405 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $425,161 | 1,579 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $389,565 | 1,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $747,700 | 2,618 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $406,697 | 1,217 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $311,283 | 1,113 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||