MWM
USBC

Modern Wealth Management’s USBC Inc USBC Stock Holding History

Modern Wealth Management’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
-415
Closed -$2.86K – 692
2024
Q4 		$2.86K Buy
+415
New +$3.66K ﹤0.01% 580

Other funds holding USBC

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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

Modern Wealth Management's USBC Position: Q1 2025 in Review

Modern Wealth Management sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 415 shares — an estimated $2.86K sold.

Modern Wealth Management first reported a position in USBC in Q4 2024 and held it in 1 quarter. The position peaked at $2.86K in Q4 2024. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

  • Modern Wealth Management reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
  • Modern Wealth Management sold 415 USBC Inc shares in Q1 2025, an estimated $2.86K.
  • Modern Wealth Management first reported a position in USBC Inc in Q4 2024 and held it in 1 quarter.
  • Modern Wealth Management's USBC Inc position peaked at $2.86K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Modern Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.