FC
USBC

Fulcrum Capital’s USBC Inc USBC Stock Holding History

Fulcrum Capital’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
2025
Q1 		– Sell
-7,833
Closed -$53.9K – 114
2024
Q4 		$53.9K Hold
7,833
– – 0.01% 113
2024
Q3 		$89.7K Hold
7,833
– – 0.02% 109
2024
Q2 		$128K Hold
7,833
– – 0.03% 108
2024
Q1 		$197K Buy
7,833
+7,500
+2,252% +$171K 0.05% 115
2023
Q4 		$6.79K Sell
333
-5,463
-94% -$86.1K ﹤0.01% 119
2023
Q3 		$58K Buy
5,796
+134
+2% +$4.03K 0.02% 109
2023
Q2 		$229K Sell
5,662
-134
-2% -$5.81K 0.06% 110
2023
Q1 		$206K Hold
5,796
– – 0.06% 117
2022
Q4 		$371K Buy
5,796
+334
+6% +$20.9K 0.11% 79
2022
Q3 		$400K Buy
+5,462
New +$421K 0.12% 65

Other funds holding USBC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Fulcrum Capital's USBC Position: Q1 2025 in Review

Fulcrum Capital sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 7,833 shares — an estimated $53.9K sold.

Fulcrum Capital first reported a position in USBC in Q3 2022 and held it in 10 quarters. The position peaked at $400K in Q3 2022. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

  • Fulcrum Capital reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Capital sold 7,833 USBC Inc shares in Q1 2025, an estimated $53.9K.
  • Fulcrum Capital first reported a position in USBC Inc in Q3 2022 and held it in 10 quarters.
  • Fulcrum Capital's USBC Inc position peaked at $400K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Fulcrum Capital's 13F filing for Q1 2025, filed 8 Apr 2025.