Ingalls & Snyder LLC’s USBC Inc USBC Stock Holding History

Ingalls & Snyder LLC’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	-10,417	Closed	-$72K	–	463
2024 Q4	$72K	Buy	+10,417	New	+$92K	﹤0.01%	429

Other funds holding USBC

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Ingalls & Snyder LLC's USBC Position: Q1 2025 in Review

Ingalls & Snyder LLC sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 10,417 shares — an estimated $72K sold.

Ingalls & Snyder LLC first reported a position in USBC in Q4 2024 and held it in 1 quarter. The position peaked at $72K in Q4 2024. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

Ingalls & Snyder LLC reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
Ingalls & Snyder LLC sold 10,417 USBC Inc shares in Q1 2025, an estimated $72K.
Ingalls & Snyder LLC first reported a position in USBC Inc in Q4 2024 and held it in 1 quarter.
Ingalls & Snyder LLC's USBC Inc position peaked at $72K in Q4 2024.
10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2025, filed 12 May 2025.