Lido Advisors
USBC

Lido Advisors’s USBC Inc USBC Stock Holding History

Lido Advisors’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
Q2 		$6.26K Buy
+20,000
New +$7.61K ﹤0.01% 2117

Other funds holding USBC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's USBC Position: Q2 2026 in Review

Lido Advisors opened a new position in USBC Inc (USBC) in Q2 2026: 20,000 shares worth $6.26K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings.

16 funds tracked by Wall St. Rank hold USBC as of Q2 2026.

  • Lido Advisors held 20,000 shares of USBC Inc worth $6.26K as of Q2 2026.
  • USBC Inc was a new Lido Advisors position in Q2 2026.
  • USBC Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2117 holding.
  • 16 funds tracked by Wall St. Rank held USBC Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.