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BFC Planning, Inc.’s USBC Inc USBC Stock Holding History

BFC Planning, 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
Q3 		$2.5K Hold
4,587
– – ﹤0.01% 2949
2026
Q2 		$1.44K Hold
4,587
– – ﹤0.01% 3064
2026
Q1 		$1.77K Hold
4,587
– – ﹤0.01% 2625
2025
Q4 		$2.91K Hold
4,587
– – ﹤0.01% 2523
2025
Q3 		$6.15K Buy
+4,587
New +$8.25K ﹤0.01% 2121

Other funds holding USBC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Gentry Private Wealth
Gentry Private Wealth Wichita, Kansas $196M AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

BFC Planning, Inc.'s USBC Position: Q3 2026 in Review

BFC Planning, Inc. held its USBC Inc (USBC) position steady in Q3 2026 at 4,587 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

BFC Planning, Inc. first reported a position in USBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.15K in Q3 2025. 16 funds tracked by Wall St. Rank hold USBC as of Q3 2026.

  • BFC Planning, Inc. held 4,587 shares of USBC Inc worth $2.5K as of Q3 2026.
  • BFC Planning, Inc. left its USBC Inc share count unchanged in Q3 2026.
  • USBC Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2949 holding.
  • BFC Planning, Inc. first reported a position in USBC Inc in Q3 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s USBC Inc position peaked at $6.15K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held USBC Inc as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.