EWA
USBC

EverSource Wealth Advisors’s USBC Inc USBC Stock Holding History

EverSource Wealth Advisors’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
Q2 		$92 Sell
295
-5,288
-95% -$2.01K ﹤0.01% 4315
2026
Q1 		$2.16K Hold
5,583
– – ﹤0.01% 3616
2025
Q4 		$3.54K Hold
5,583
– – ﹤0.01% 3261
2025
Q3 		$7.48K Buy
5,583
+2,973
+114% +$5.35K ﹤0.01% 2970
2025
Q2 		$5.17K Buy
+2,610
New +$2.9K ﹤0.01% 3149

Other funds holding USBC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

EverSource Wealth Advisors's USBC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its USBC Inc (USBC) stake by 95% in Q2 2026, selling an estimated $2.01K and leaving 295 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

EverSource Wealth Advisors first reported a position in USBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.48K in Q3 2025. 25 funds tracked by Wall St. Rank hold USBC as of Q2 2026.

  • EverSource Wealth Advisors held 295 shares of USBC Inc worth $92 as of Q2 2026.
  • EverSource Wealth Advisors sold 5,288 USBC Inc shares in Q2 2026, an estimated $2.01K.
  • USBC Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4315 holding.
  • EverSource Wealth Advisors first reported a position in USBC Inc in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's USBC Inc position peaked at $7.48K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held USBC Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.