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Whittier Trust’s Usio Inc USIO Stock Holding History

Whittier Trust’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
Q2 		$6.43M Hold
2,713,852
– – 0.06% 187
2026
Q1 		$3.2M Buy
+2,713,852
New +$3.56M 0.04% 226
2025
Q4 		– Sell
-2,805,752
Closed -$4.1M – 1432
2025
Q3 		$4.1M Hold
2,805,752
– – 0.05% 208
2025
Q2 		$4.26M Hold
2,805,752
– – 0.05% 215
2025
Q1 		$4.1M Hold
2,805,752
– – 0.06% 217
2024
Q4 		$4.1M Sell
2,805,752
-24,410
-0.9% -$34.6K 0.05% 217
2024
Q3 		$3.82M Buy
+2,830,162
New +$4.25M 0.05% 230

Other funds holding USIO

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Whittier Trust's USIO Position: Q2 2026 in Review

Whittier Trust held its Usio Inc (USIO) position steady in Q2 2026 at 2,713,852 shares worth $6.43M. The position accounts for 0.06% of the portfolio, ranked #187.

Whittier Trust first reported a position in USIO in Q3 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold USIO as of Q2 2026.

  • Whittier Trust held 2,713,852 shares of Usio Inc worth $6.43M as of Q2 2026.
  • Whittier Trust left its Usio Inc share count unchanged in Q2 2026.
  • Usio Inc made up 0.06% of Whittier Trust's portfolio in Q2 2026, its #187 holding.
  • Whittier Trust first reported a position in Usio Inc in Q3 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Usio Inc as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.