Cutter & Co Brokerage’s USBC Inc USBC Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-250	Closed	-$1.72K	–	217
2024 Q4	$1.72K	Hold	250	–	–	﹤0.01%	209
2024 Q3	$2.86K	Buy	+250	New	+$3.28K	﹤0.01%	217

Other funds holding USBC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Cutter & Co Brokerage's USBC Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 250 shares — an estimated $1.72K sold.

Cutter & Co Brokerage first reported a position in USBC in Q3 2024 and held it in 2 quarters. The position peaked at $2.86K in Q3 2024. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

Cutter & Co Brokerage reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 250 USBC Inc shares in Q1 2025, an estimated $1.72K.
Cutter & Co Brokerage first reported a position in USBC Inc in Q3 2024 and held it in 2 quarters.
Cutter & Co Brokerage's USBC Inc position peaked at $2.86K in Q3 2024.
10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.