Allworth Financial’s United States Lime & Minerals USLM Stock Holding History

Allworth Financial’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25K	Sell	31 -128	-81%	-$14.9K	﹤0.01%	4316
2026 Q1	$20.8K	Buy	159 +47	+42%	+$5.65K	﹤0.01%	2969
2025 Q4	$13.4K	Buy	112 +33	+42%	+$4.09K	﹤0.01%	3064
2025 Q3	$10.4K	Buy	79 +54	+216%	+$6.23K	﹤0.01%	3118
2025 Q2	$2.5K	Buy	25 +18	+257%	+$1.76K	﹤0.01%	3608
2025 Q1	$662	Buy	7 +6	+600%	+$624	﹤0.01%	3609
2024 Q4	$120	Buy	+1	New	+$127	﹤0.01%	3831

Other funds holding USLM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Allworth Financial's USLM Position: Q2 2026 in Review

Allworth Financial reduced its United States Lime & Minerals (USLM) stake by 81% in Q2 2026, selling an estimated $14.9K and leaving 31 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4316.

Allworth Financial first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8K in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Allworth Financial held 31 shares of United States Lime & Minerals worth $3.25K as of Q2 2026.
Allworth Financial sold 128 United States Lime & Minerals shares in Q2 2026, an estimated $14.9K.
United States Lime & Minerals made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4316 holding.
Allworth Financial first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's United States Lime & Minerals position peaked at $20.8K in Q1 2026.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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