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HM Payson & Co’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

HM Payson & Co’s Portfolio SDCI Stock Details SDCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Hold
38,811
– – 0.01% 224
2026
Q1 		$1.06M Sell
38,811
-5,984
-13% -$146K 0.02% 220
2025
Q4 		$987K Buy
+44,795
New +$1.03M 0.01% 225

Other funds holding SDCI

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

HM Payson & Co's SDCI Position: Q2 2026 in Review

HM Payson & Co held its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) position steady in Q2 2026 at 38,811 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #224.

HM Payson & Co first reported a position in SDCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 14 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

  • HM Payson & Co held 38,811 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $1.03M as of Q2 2026.
  • HM Payson & Co left its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund share count unchanged in Q2 2026.
  • USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #224 holding.
  • HM Payson & Co first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2025 and has held it in 3 quarters since.
  • HM Payson & Co's USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund position peaked at $1.06M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.