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

Vest 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	$3.49M	Buy	33,307 +1,319	+4%	+$153K	0.04%	294
2026 Q1	$4.18M	Buy	31,988 +18,087	+130%	+$2.17M	0.05%	261
2025 Q4	$1.66M	Buy	13,901 +1,420	+11%	+$176K	0.02%	328
2025 Q3	$1.64M	Buy	12,481 +1,849	+17%	+$213K	0.02%	314
2025 Q2	$1.06M	Buy	+10,632	New	+$1.04M	0.02%	340

Other funds holding USLM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Vest Financial's USLM Position: Q2 2026 in Review

Vest Financial increased its United States Lime & Minerals (USLM) stake by 4.1% in Q2 2026, buying an estimated $153K and bringing the position to 33,307 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #294.

Vest Financial first reported a position in USLM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.18M in Q1 2026. 61 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Vest Financial held 33,307 shares of United States Lime & Minerals worth $3.49M as of Q2 2026.
Vest Financial bought 1,319 United States Lime & Minerals shares in Q2 2026, an estimated $153K.
United States Lime & Minerals made up 0.04% of Vest Financial's portfolio in Q2 2026, its #294 holding.
Vest Financial first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 5 quarters since.
Vest Financial's United States Lime & Minerals position peaked at $4.18M in Q1 2026.
61 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.