Founders Financial Securities’s United States Oil Fund USO Stock Holding History

Founders Financial Securities’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Sell	2,606 -1,628	-38%	-$213K	0.01%	483
2026 Q1	$538K	Hold	4,234	–	–	0.03%	358
2025 Q4	$293K	Sell	4,234 -123	-3%	-$8.67K	0.02%	480
2025 Q3	$321K	Sell	4,357 -18	-0.4%	-$1.35K	0.02%	420
2025 Q2	$320K	Sell	4,375 -187	-4%	-$13.1K	0.02%	403
2025 Q1	$309K	Sell	4,562 -230	-5%	-$17.6K	0.03%	390
2024 Q4	$362K	Sell	4,792 -51	-1%	-$3.73K	0.03%	349
2024 Q3	$339K	Sell	4,843 -350	-7%	-$26.3K	0.03%	333
2024 Q2	$413K	Buy	5,193 +350	+7%	+$27.2K	0.04%	308
2024 Q1	$381K	Sell	4,843 -120	-2%	-$8.66K	0.04%	291
2023 Q4	$331K	Hold	4,963	–	–	0.04%	293
2023 Q3	$401K	Sell	4,963 -78	-2%	-$5.75K	0.05%	231
2023 Q2	$320K	Hold	5,041	–	–	0.04%	256
2023 Q1	$335K	Sell	5,041 -25	-0.5%	-$1.67K	0.05%	250
2022 Q4	$355K	Hold	5,066	–	–	0.06%	235
2022 Q3	$331K	Buy	+5,066	New	+$371K	0.06%	218

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Founders Financial Securities's USO Position: Q2 2026 in Review

Founders Financial Securities reduced its United States Oil Fund (USO) stake by 38% in Q2 2026, selling an estimated $213K and leaving 2,606 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #483.

Founders Financial Securities first reported a position in USO in Q3 2022 and has held it in 16 quarters since. The position peaked at $538K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Founders Financial Securities held 2,606 shares of United States Oil Fund worth $277K as of Q2 2026.
Founders Financial Securities sold 1,628 United States Oil Fund shares in Q2 2026, an estimated $213K.
United States Oil Fund made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #483 holding.
Founders Financial Securities first reported a position in United States Oil Fund in Q3 2022 and has held it in 16 quarters since.
Founders Financial Securities's United States Oil Fund position peaked at $538K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.