Gentry Private Wealth
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Gentry Private Wealth’s USBC Inc USBC Stock Holding History

Gentry Private 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
Q3 		$6.87K Buy
+12,636
New +$5.1K ﹤0.01% 99

Other funds holding USBC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Gables Capital Management
Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gentry Private Wealth's USBC Position: Q3 2026 in Review

Gentry Private Wealth opened a new position in USBC Inc (USBC) in Q3 2026: 12,636 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #99 among its holdings.

12 funds tracked by Wall St. Rank hold USBC as of Q3 2026.

  • Gentry Private Wealth held 12,636 shares of USBC Inc worth $6.87K as of Q3 2026.
  • USBC Inc was a new Gentry Private Wealth position in Q3 2026.
  • USBC Inc made up ﹤0.01% of Gentry Private Wealth's portfolio in Q3 2026, its #99 holding.
  • 12 funds tracked by Wall St. Rank held USBC Inc as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.