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Proficio Capital Partners’s US Global Investors GROW Stock Holding History

Proficio Capital Partners’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170K Buy
54,578
+10,785
+25% +$29.3K 0.01% 666
2026
Q1 		$109K Hold
43,793
– – 0.01% 247
2025
Q4 		$106K Buy
+43,793
New +$109K 0.01% 237

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GCM
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CAMG
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Proficio Capital Partners's GROW Position: Q2 2026 in Review

Proficio Capital Partners increased its US Global Investors (GROW) stake by 25% in Q2 2026, buying an estimated $29.3K and bringing the position to 54,578 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #666.

Proficio Capital Partners first reported a position in GROW in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

  • Proficio Capital Partners held 54,578 shares of US Global Investors worth $170K as of Q2 2026.
  • Proficio Capital Partners bought 10,785 US Global Investors shares in Q2 2026, an estimated $29.3K.
  • US Global Investors made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #666 holding.
  • Proficio Capital Partners first reported a position in US Global Investors in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.