AF
USBC

Allworth Financial’s USBC Inc USBC Stock Holding History

Allworth Financial’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194 Hold
500
– – ﹤0.01% 4928
2025
Q4 		$318 Buy
500
+100
+25% +$84 ﹤0.01% 4626
2025
Q3 		$536 Buy
+400
New +$720 ﹤0.01% 4419

Other funds holding USBC

CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial's USBC Position: Q1 2026 in Review

Allworth Financial held its USBC Inc (USBC) position steady in Q1 2026 at 500 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #4928.

Allworth Financial first reported a position in USBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $536 in Q3 2025. 20 funds tracked by Wall St. Rank hold USBC as of Q1 2026.

  • Allworth Financial held 500 shares of USBC Inc worth $194 as of Q1 2026.
  • Allworth Financial left its USBC Inc share count unchanged in Q1 2026.
  • USBC Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4928 holding.
  • Allworth Financial first reported a position in USBC Inc in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's USBC Inc position peaked at $536 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held USBC Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.