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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
Q2 		$2.56K Buy
125
+78
+166% +$1.48K ﹤0.01% 4416
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 $391M AUM 33.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Allworth Financial's USCB Position: Q2 2026 in Review

Allworth Financial increased its USCB Financial Holdings (USCB) stake by 166% in Q2 2026, buying an estimated $1.48K and bringing the position to 125 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

Allworth Financial first reported a position in USCB in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Allworth Financial held 125 shares of USCB Financial Holdings worth $2.56K as of Q2 2026.
  • Allworth Financial bought 78 USCB Financial Holdings shares in Q2 2026, an estimated $1.48K.
  • USCB Financial Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4416 holding.
  • Allworth Financial first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.