Stifel Financial’s United States Lime & Minerals USLM Stock Holding History

Stifel 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 Q2	–	Sell	-9,943	Closed	-$1.3M	–	3808
2026 Q1	$1.3M	Sell	9,943 -4,032	-29%	-$485K	﹤0.01%	2269
2025 Q4	$1.67M	Buy	13,975 +2,945	+27%	+$365K	﹤0.01%	2057
2025 Q3	$1.45M	Buy	+11,030	New	+$1.27M	﹤0.01%	2143
2025 Q1	–	Sell	-6,649	Closed	-$883K	–	3546
2024 Q4	$883K	Sell	6,649 -584	-8%	-$74K	﹤0.01%	2334
2024 Q3	$706K	Sell	7,233 -1,597	-18%	-$128K	﹤0.01%	2454
2024 Q2	$643K	Buy	+8,830	New	+$588K	﹤0.01%	2456

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Stifel Financial's USLM Position: Q2 2026 in Review

Stifel Financial sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 9,943 shares — an estimated $1.3M sold.

Stifel Financial first reported a position in USLM in Q2 2024 and held it in 6 quarters. The position peaked at $1.67M in Q4 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Stifel Financial reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 9,943 United States Lime & Minerals shares in Q2 2026, an estimated $1.3M.
Stifel Financial first reported a position in United States Lime & Minerals in Q2 2024 and held it in 6 quarters.
Stifel Financial's United States Lime & Minerals position peaked at $1.67M in Q4 2025.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.