RIA
USBC

Regal Investment Advisors’s USBC Inc USBC Stock Holding History

Regal Investment 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
2025
Q1 		– Sell
-275
Closed -$1.89K – 478
2024
Q4 		$1.89K Hold
275
– – ﹤0.01% 465
2024
Q3 		$3.15K Hold
275
– – ﹤0.01% 499
2024
Q2 		$4.51K Hold
275
– – ﹤0.01% 570
2024
Q1 		$6.93K Hold
275
– – ﹤0.01% 581
2023
Q4 		$5.6K Hold
275
– – ﹤0.01% 543
2023
Q3 		$2.75K Hold
275
– – ﹤0.01% 499
2023
Q2 		$11.1K Hold
275
– – ﹤0.01% 513
2023
Q1 		$9.79K Hold
275
– – ﹤0.01% 514
2022
Q4 		$17.6K Hold
275
– – ﹤0.01% 490
2022
Q3 		$20K Buy
+275
New +$21.2K ﹤0.01% 477

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

Regal Investment Advisors's USBC Position: Q1 2025 in Review

Regal Investment Advisors sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 275 shares — an estimated $1.89K sold.

Regal Investment Advisors first reported a position in USBC in Q3 2022 and held it in 10 quarters. The position peaked at $20K in Q3 2022. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

  • Regal Investment Advisors reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 275 USBC Inc shares in Q1 2025, an estimated $1.89K.
  • Regal Investment Advisors first reported a position in USBC Inc in Q3 2022 and held it in 10 quarters.
  • Regal Investment Advisors's USBC Inc position peaked at $20K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.