Financial Plan Inc’s USBC Inc USBC Stock Holding History

Financial Plan Inc’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	–	Sell	-25,000	Closed	-$15.9K	–	99
2025 Q4	$15.9K	Buy	+25,000	New	+$21K	﹤0.01%	94

Other funds holding USBC

CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Plan Inc's USBC Position: Q1 2026 in Review

Financial Plan Inc sold out of USBC Inc (USBC) in Q1 2026, closing a stake of 25,000 shares — an estimated $15.9K sold.

Financial Plan Inc first reported a position in USBC in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 20 funds tracked by Wall St. Rank hold USBC as of Q1 2026.

Financial Plan Inc reported no remaining USBC Inc position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 25,000 USBC Inc shares in Q1 2026, an estimated $15.9K.
Financial Plan Inc first reported a position in USBC Inc in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's USBC Inc position peaked at $15.9K in Q4 2025.
20 funds tracked by Wall St. Rank held USBC Inc as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.