AF
USIO icon

Allworth Financial’s Usio Inc USIO Stock Holding History

Allworth Financial’s Portfolio USIO Stock Details USIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47K Hold
41,234
– – ﹤0.01% 2367
2025
Q4 		$56.1K Hold
41,234
– – ﹤0.01% 2119
2025
Q3 		$58.6K Hold
41,234
– – ﹤0.01% 2005
2025
Q2 		$63.1K Hold
41,234
– – ﹤0.01% 1809
2025
Q1 		$65.6K Hold
41,234
– – ﹤0.01% 1429
2024
Q4 		$106K Hold
41,234
– – ﹤0.01% 1236
2024
Q3 		$56.1K Hold
41,234
– – ﹤0.01% 1363
2024
Q2 		$65.6K Hold
41,234
– – ﹤0.01% 1243
2024
Q1 		$70.1K Hold
41,234
– – ﹤0.01% 1154
2023
Q4 		$70.9K Hold
41,234
– – ﹤0.01% 1064
2023
Q3 		$72.2K Hold
41,234
– – ﹤0.01% 995
2023
Q2 		$76.7K Hold
41,234
– – ﹤0.01% 985
2023
Q1 		$71.7K Hold
41,234
– – ﹤0.01% 958
2022
Q4 		$68K Hold
41,234
– – ﹤0.01% 909
2022
Q3 		$54K Hold
41,234
– – ﹤0.01% 934
2022
Q2 		$100K Sell
41,234
-86
-0.2% -$228 ﹤0.01% 714
2022
Q1 		$148K Buy
+41,320
New +$144K ﹤0.01% 622

Other funds holding USIO

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial's USIO Position: Q1 2026 in Review

Allworth Financial held its Usio Inc (USIO) position steady in Q1 2026 at 41,234 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Allworth Financial first reported a position in USIO in Q1 2022 and has held it in 17 quarters since. The position peaked at $148K in Q1 2022. 28 funds tracked by Wall St. Rank hold USIO as of Q1 2026.

  • Allworth Financial held 41,234 shares of Usio Inc worth $47K as of Q1 2026.
  • Allworth Financial left its Usio Inc share count unchanged in Q1 2026.
  • Usio Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2367 holding.
  • Allworth Financial first reported a position in Usio Inc in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Usio Inc position peaked at $148K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Usio Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.