J. Team Financial
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J. Team Financial’s United States Lime & Minerals USLM Stock Holding History

J. Team 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
Q3 		$310K Buy
+2,742
New +$310K 0.27% 71
2026
Q2 		– Sell
-1,635
Closed -$213K – 113
2026
Q1 		$213K Sell
1,635
-1,497
-48% -$180K 0.24% 77
2025
Q4 		$375K Buy
3,132
+1
+0% +$124 0.37% 55
2025
Q3 		$412K Buy
+3,131
New +$361K 0.42% 43

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

J. Team Financial's USLM Position: Q3 2026 in Review

J. Team Financial opened a new position in United States Lime & Minerals (USLM) in Q3 2026: 2,742 shares worth $310K. The stake represents 0.27% of the portfolio and ranks #71 among its holdings. This is a return to the name: J. Team Financial previously reported a position in USLM as recently as Q1 2026.

J. Team Financial first reported a position in USLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 98 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • J. Team Financial held 2,742 shares of United States Lime & Minerals worth $310K as of Q3 2026.
  • United States Lime & Minerals was a new J. Team Financial position in Q3 2026.
  • United States Lime & Minerals made up 0.27% of J. Team Financial's portfolio in Q3 2026, its #71 holding.
  • J. Team Financial first reported a position in United States Lime & Minerals in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's United States Lime & Minerals position peaked at $412K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.