Focus Partners Wealth
USBC

Focus Partners Wealth’s USBC Inc USBC Stock Holding History

Focus Partners Wealth’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 		– Sell
-17,000
Closed -$6.56K – 2875
2026
Q1 		$6.56K Sell
17,000
-5,000
-23% -$2.32K ﹤0.01% 2638
2025
Q4 		$14K Hold
22,000
– – ﹤0.01% 2637
2025
Q3 		$29.5K Buy
+22,000
New +$39.6K ﹤0.01% 2175

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

Focus Partners Wealth's USBC Position: Q2 2026 in Review

Focus Partners Wealth sold out of USBC Inc (USBC) in Q2 2026, closing a stake of 17,000 shares — an estimated $6.56K sold.

Focus Partners Wealth first reported a position in USBC in Q3 2025 and held it in 3 quarters. The position peaked at $29.5K in Q3 2025. 25 funds tracked by Wall St. Rank hold USBC as of Q2 2026.

  • Focus Partners Wealth reported no remaining USBC Inc position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 17,000 USBC Inc shares in Q2 2026, an estimated $6.56K.
  • Focus Partners Wealth first reported a position in USBC Inc in Q3 2025 and held it in 3 quarters.
  • Focus Partners Wealth's USBC Inc position peaked at $29.5K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held USBC Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.