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
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 $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

EverSource Wealth Advisors's USBC Position: Q1 2026 in Review

EverSource Wealth Advisors held its USBC Inc (USBC) position steady in Q1 2026 at 5,583 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

EverSource Wealth Advisors first reported a position in USBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.48K in Q3 2025. 20 funds tracked by Wall St. Rank hold USBC as of Q1 2026.

  • EverSource Wealth Advisors held 5,583 shares of USBC Inc worth $2.16K as of Q1 2026.
  • EverSource Wealth Advisors left its USBC Inc share count unchanged in Q1 2026.
  • USBC Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3616 holding.
  • EverSource Wealth Advisors first reported a position in USBC Inc in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's USBC Inc position peaked at $7.48K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held USBC Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.