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Allworth Financial’s USCB Financial Holdings USCB Stock Holding History

Allworth Financial’s Portfolio USCB Stock Details USCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$872 Buy
47
+23
+96% +$438 ﹤0.01% 4607
2025
Q4 		$443 Buy
24
+4
+20% +$71 ﹤0.01% 4550
2025
Q3 		$349 Buy
+20
New +$343 ﹤0.01% 4522

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Allworth Financial's USCB Position: Q1 2026 in Review

Allworth Financial increased its USCB Financial Holdings (USCB) stake by 96% in Q1 2026, buying an estimated $438 and bringing the position to 47 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #4607.

Allworth Financial first reported a position in USCB in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Allworth Financial held 47 shares of USCB Financial Holdings worth $872 as of Q1 2026.
  • Allworth Financial bought 23 USCB Financial Holdings shares in Q1 2026, an estimated $438.
  • USCB Financial Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4607 holding.
  • Allworth Financial first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.