PFGIA
USBC

Patriot Financial Group Insurance Agency’s USBC Inc USBC Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-475
Closed -$5.44K – 517
2024
Q3 		$5.44K Sell
475
-213
-31% -$2.79K ﹤0.01% 501
2024
Q2 		$11.3K Sell
688
-337
-33% -$8.56K ﹤0.01% 478
2024
Q1 		$25.8K Sell
1,025
-94
-8% -$2.15K ﹤0.01% 472
2023
Q4 		$22.8K Sell
1,119
-50
-4% -$788 ﹤0.01% 458
2023
Q3 		$11.7K Sell
1,169
-112
-9% -$3.37K ﹤0.01% 457
2023
Q2 		$51.8K Buy
1,281
+375
+41% +$16.3K 0.01% 458
2023
Q1 		$32.3K Sell
906
-75
-8% -$3.5K 0.01% 448
2022
Q4 		$62.8K Buy
981
+12
+1% +$750 0.01% 417
2022
Q3 		$71K Buy
+969
New +$74.8K 0.02% 387

Other funds holding USBC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USBC Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of USBC Inc (USBC) in Q4 2024, closing a stake of 475 shares — an estimated $5.44K sold.

Patriot Financial Group Insurance Agency first reported a position in USBC in Q3 2022 and held it in 9 quarters. The position peaked at $71K in Q3 2022. 31 funds tracked by Wall St. Rank hold USBC as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining USBC Inc position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 475 USBC Inc shares in Q4 2024, an estimated $5.44K.
  • Patriot Financial Group Insurance Agency first reported a position in USBC Inc in Q3 2022 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's USBC Inc position peaked at $71K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held USBC Inc as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.