EP Wealth Advisors, LLC

Position in STLD — Steel Dynamics Inc

CIK 1540569 TORRANCE, CA

Position in STLD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,652,530

+$1,204,450 QoQ

Shares Held

20,276

+5.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#267

of 1,017 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Basic Materials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $7,390,690 across 5 Steel names. STLD ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STLD	Steel Dynamics Inc This page	20,276	$4,652,530
2	NUE	Nucor Corp	8,645	$1,925,673
3	PKX	Posco Holdings Inc.	5,413	$278,119
4	RS	Reliance, Inc.	719	$268,618
5	MT	ArcelorMittal	4,413	$265,750

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,652,530	20,276	+5.8%	Shares	Sole	2026-08-12
2026-03-31	$3,448,080	19,156	-9.2%	Shares	Sole	2026-05-14
2025-12-31	$3,576,581	21,107	-9.0%	Shares	Sole	2026-02-18
2025-06-30	$2,968,039	23,186	-4.6%	Shares	Sole	2025-08-14
2025-03-31	$3,038,818	24,295	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$2,801,787	24,562	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$3,108,250	24,653	-0.4%	Shares	Sole	2024-11-15
2024-06-30	$3,204,607	24,746	-1.6%	Shares	Sole	2024-08-19
2024-03-31	$3,729,170	25,158	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$2,973,758	25,180	-6.8%	Shares	Sole	2024-02-28
2023-09-30	$2,898,049	27,029	-71.4%	Shares	Sole	2023-11-24
2023-06-30	$10,310,115	94,649	+270.2%	Shares	Sole	2023-08-14
2023-03-31	$2,890,378	25,565	-10.8%	Shares	Sole	2023-06-05
2022-12-31	$2,798,714	28,646	-3.3%	Shares	Sole	2023-06-12
2022-09-30	$2,101,609	29,621	-2.3%	Shares	Sole	2022-12-02
2022-06-30	$2,005,469	30,317	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$2,526,093	30,278	-1.2%	Shares	Sole	2022-05-20
2021-12-31	$1,901,576	30,636	-4.9%	Shares	Sole	2022-02-17
2021-09-30	$1,882,939	32,198	-26.4%	Shares	Sole	2021-11-23
2021-06-30	$2,608,334	43,764	-6.8%	Shares	Sole	2021-08-24
2021-03-31	$2,384,095	46,968	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.