Venturi Wealth Management, LLC

Position in RS — Reliance, Inc.

CIK 1666363 AUSTIN, TX

Position in RS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,521,672

+$312,375 QoQ

Shares Held

4,073

+2.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#52

of 204 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 61% Shared 39% None 0%

Basic Materials · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,066,835 across 3 Steel names. RS ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RS	Reliance, Inc. This page	4,073	$1,521,672
2	PKX	Posco Holdings Inc.	20,439	$1,050,155
3	MT	ArcelorMittal	8,220	$495,008

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,521,672	4,073	+2.4%	Shares	Other	2026-07-20
2026-03-31	$1,209,297	3,979	+0.9%	Shares	Other	2026-04-21
2025-12-31	$1,139,591	3,945	-1.0%	Shares	Sole	2026-01-22
2025-09-30	$1,118,826	3,984	-21.0%	Shares	Sole	2025-10-23
2025-06-30	$1,582,683	5,042	-4.4%	Shares	Other	2025-07-23
2025-03-31	$1,522,578	5,273	+8.7%	Shares	Sole	2025-05-06
2024-12-31	$1,306,718	4,853	+10.8%	Shares	Sole	2025-01-31
2024-09-30	$1,266,450	4,379	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$1,256,639	4,400	-7.6%	Shares	Sole	2024-07-19
2024-03-31	$1,591,364	4,762	-19.8%	Shares	Sole	2024-04-23
2023-12-31	$1,660,459	5,937	-3.9%	Shares	Sole	2024-01-23
2023-09-30	$1,620,056	6,178	-3.7%	Shares	Sole	2023-11-02
2023-06-30	$1,742,249	6,415	-1.4%	Shares	Sole	2023-07-24
2023-03-31	$1,671,119	6,509	-8.5%	Shares	Sole	2023-05-02
2022-12-31	$1,440,562	7,116	-4.4%	Shares	Sole	2023-01-31
2022-09-30	$1,297,609	7,440	-7.5%	Shares	Sole	2022-11-14
2022-06-30	$1,365,674	8,040	-2.8%	Shares	Sole	2022-08-12
2022-03-31	$1,516,487	8,271	-4.0%	Shares	Sole	2022-05-13
2021-12-31	$1,397,687	8,616	+12.2%	Shares	Sole	2022-02-08
2021-09-30	$1,093,785	7,680	-11.8%	Shares	Sole	2021-11-10
2021-06-30	$1,313,584	8,705	-1.1%	Shares	Sole	2021-08-02
2021-03-31	$1,340,152	8,800	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.