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
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 $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

Focus Partners Wealth's USBC Position: Q1 2026 in Review

Focus Partners Wealth reduced its USBC Inc (USBC) stake by 23% in Q1 2026, selling an estimated $2.32K and leaving 17,000 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Focus Partners Wealth first reported a position in USBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q3 2025. 20 funds tracked by Wall St. Rank hold USBC as of Q1 2026.

  • Focus Partners Wealth held 17,000 shares of USBC Inc worth $6.56K as of Q1 2026.
  • Focus Partners Wealth sold 5,000 USBC Inc shares in Q1 2026, an estimated $2.32K.
  • USBC Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2638 holding.
  • Focus Partners Wealth first reported a position in USBC Inc in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's USBC Inc position peaked at $29.5K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held USBC Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.