Stonebridge Wealth Management’s Usio Inc USIO Stock Holding History

Stonebridge Wealth Management’s Portfolio USIO Stock Details USIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$751K	Buy	279,067 +101,983	+58%	+$244K	0.67%	23
2026 Q2	$439K	Buy	+177,084	New	+$262K	0.39%	27

Other funds holding USIO

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Stonebridge Wealth Management's USIO Position: Q3 2026 in Review

Stonebridge Wealth Management increased its Usio Inc (USIO) stake by 58% in Q3 2026, buying an estimated $244K and bringing the position to 279,067 shares worth $751K. The position accounts for 0.67% of the portfolio, ranked #23.

Stonebridge Wealth Management first reported a position in USIO in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold USIO as of Q3 2026.

Stonebridge Wealth Management held 279,067 shares of Usio Inc worth $751K as of Q3 2026.
Stonebridge Wealth Management bought 101,983 Usio Inc shares in Q3 2026, an estimated $244K.
Usio Inc made up 0.67% of Stonebridge Wealth Management's portfolio in Q3 2026, its #23 holding.
Stonebridge Wealth Management first reported a position in Usio Inc in Q2 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Usio Inc as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.