BFS
USBC

Bard Financial Services’s USBC Inc USBC Stock Holding History

Bard Financial Services’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
2025
Q3 		$50.3K Buy
+37,500
New +$67.5K 0.01% 202

Other funds holding USBC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's USBC Position: Q3 2025 in Review

Bard Financial Services opened a new position in USBC Inc (USBC) in Q3 2025: 37,500 shares worth $50.3K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

27 funds tracked by Wall St. Rank hold USBC as of Q3 2025.

  • Bard Financial Services held 37,500 shares of USBC Inc worth $50.3K as of Q3 2025.
  • USBC Inc was a new Bard Financial Services position in Q3 2025.
  • USBC Inc made up 0.01% of Bard Financial Services's portfolio in Q3 2025, its #202 holding.
  • 27 funds tracked by Wall St. Rank held USBC Inc as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.