Position in RS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$157,282
-$77,338 QoQ
Shares Held
421
-45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 158 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,072,962 across 13 Steel names. RS ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
1,440 | $320,756 | |
| 2 | STLD |
Steel Dynamics Inc
|
1,187 | $272,363 | |
| 3 | MT |
ArcelorMittal
|
2,851 | $171,682 | |
| 4 | RS |
Reliance, Inc.
This page
|
421 | $157,282 | |
| 5 | PKX |
Posco Holdings Inc.
|
1,843 | $94,692 | |
| 6 | GGB |
Gerdau S.A.
|
4,310 | $17,411 | |
| 7 | TX |
Ternium S.A.
|
291 | $12,424 | |
| 8 | CLF |
Cleveland-Cliffs Inc.
|
1,060 | $9,951 |
All Filings in RS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,282 | 421 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $234,620 | 772 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $180,828 | 626 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $204,723 | 729 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $244,212 | 778 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $144,662 | 501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $113,894 | 423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $117,128 | 405 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $169,929 | 595 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $202,175 | 605 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $163,890 | 586 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $122,984 | 469 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $127,917 | 471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $120,922 | 471 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $88,060 | 435 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $76,565 | 439 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,286 | 90 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,501 | 90 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,599 | 90 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||