Mallini Complete Financial Planning’s USA Compression Partners USAC Stock Holding History

Mallini Complete Financial Planning’s Portfolio USAC Stock Details USAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Buy	95,530 +1,041	+1%	+$28.7K	1.8%	7
2026 Q1	$2.56M	Buy	94,489 +679	+0.7%	+$18K	2.03%	7
2025 Q4	$2.16M	Buy	93,810 +731	+0.8%	+$17.2K	1.73%	7
2025 Q3	$2.23M	Buy	93,079 +297	+0.3%	+$7.15K	1.82%	7
2025 Q2	$2.26M	Sell	92,782 -184	-0.2%	-$4.56K	2.85%	7
2025 Q1	$2.51M	Buy	92,966 +586	+0.6%	+$15.5K	2.4%	6
2024 Q4	$2.18M	Buy	+92,380	New	+$2.11M	2.07%	7

Other funds holding USAC

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return