LP
USBC

LGL Partners’s USBC Inc USBC Stock Holding History

LGL Partners’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
-1,056
Closed -$7.27K – 86
2024
Q4 		$7.27K Hold
1,056
– – ﹤0.01% 126
2024
Q3 		$12.1K Hold
1,056
– – ﹤0.01% 121
2024
Q2 		$17.3K Hold
1,056
– – ﹤0.01% 114
2024
Q1 		$26.6K Hold
1,056
– – ﹤0.01% 103
2023
Q4 		$21.5K Hold
1,056
– – ﹤0.01% 100
2023
Q3 		$10.6K Hold
1,056
– – ﹤0.01% 94
2023
Q2 		$42.6K Hold
1,056
– – 0.01% 98
2023
Q1 		$37.6K Buy
1,056
+608
+136% +$28.4K 0.01% 96
2022
Q4 		$28.7K Hold
448
– – 0.01% 92
2022
Q3 		$33K Buy
+448
New +$34.6K 0.01% 154

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

LGL Partners's USBC Position: Q1 2025 in Review

LGL Partners sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 1,056 shares — an estimated $7.27K sold.

LGL Partners first reported a position in USBC in Q3 2022 and held it in 10 quarters. The position peaked at $42.6K in Q2 2023. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

  • LGL Partners reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 1,056 USBC Inc shares in Q1 2025, an estimated $7.27K.
  • LGL Partners first reported a position in USBC Inc in Q3 2022 and held it in 10 quarters.
  • LGL Partners's USBC Inc position peaked at $42.6K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.