Balance Wealth’s Usio Inc USIO Stock Holding History

Balance Wealth’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 Q3	$13	Buy	+5	New	+$12	﹤0.01%	983

Other funds holding USIO

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

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

Balance Wealth's USIO Position: Q3 2026 in Review

Balance Wealth opened a new position in Usio Inc (USIO) in Q3 2026: 5 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

17 funds tracked by Wall St. Rank hold USIO as of Q3 2026.

Balance Wealth held 5 shares of Usio Inc worth $13 as of Q3 2026.
Usio Inc was a new Balance Wealth position in Q3 2026.
Usio Inc made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #983 holding.
17 funds tracked by Wall St. Rank held Usio Inc as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.