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 Q2	$102K	Hold	41,234	–	–	﹤0.01%	1930
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

Whittier Trust South Pasadena, California $10.3B AUM 34.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Allworth Financial's USIO Position: Q2 2026 in Review

Allworth Financial held its Usio Inc (USIO) position steady in Q2 2026 at 41,234 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Allworth Financial first reported a position in USIO in Q1 2022 and has held it in 18 quarters since. The position peaked at $148K in Q1 2022. 33 funds tracked by Wall St. Rank hold USIO as of Q2 2026.

Allworth Financial held 41,234 shares of Usio Inc worth $102K as of Q2 2026.
Allworth Financial left its Usio Inc share count unchanged in Q2 2026.
Usio Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1930 holding.
Allworth Financial first reported a position in Usio Inc in Q1 2022 and has held it in 18 quarters since.
Allworth Financial's Usio Inc position peaked at $148K in Q1 2022.
33 funds tracked by Wall St. Rank held Usio Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.