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Burke & Herbert Bank & Trust’s US Commodity Index USCI Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,578
Closed -$201K – 260
2025
Q3 		$201K Buy
+2,578
New +$195K 0.04% 236

Other funds holding USCI

M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Burke & Herbert Bank & Trust's USCI Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of US Commodity Index (USCI) in Q4 2025, closing a stake of 2,578 shares — an estimated $201K sold.

Burke & Herbert Bank & Trust first reported a position in USCI in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 68 funds tracked by Wall St. Rank hold USCI as of Q4 2025.

  • Burke & Herbert Bank & Trust reported no remaining US Commodity Index position as of Q4 2025 after selling out during the quarter.
  • Burke & Herbert Bank & Trust sold 2,578 US Commodity Index shares in Q4 2025, an estimated $201K.
  • Burke & Herbert Bank & Trust first reported a position in US Commodity Index in Q3 2025 and held it in 1 quarter.
  • Burke & Herbert Bank & Trust's US Commodity Index position peaked at $201K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.