Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s USCB Financial Holdings USCB Stock Holding History

Carson Wealth (CWM LLC)’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 		$27.5K Buy
1,483
+129
+10% +$2.46K ﹤0.01% 4228
2025
Q4 		$25K Buy
1,354
+240
+22% +$4.29K ﹤0.01% 4052
2025
Q3 		$19K Buy
1,114
+892
+402% +$15.3K ﹤0.01% 4168
2025
Q2 		$4K Buy
222
+59
+36% +$992 ﹤0.01% 4719
2025
Q1 		$3K Buy
163
+53
+48% +$987 ﹤0.01% 4695
2024
Q4 		$2K Buy
110
+15
+16% +$262 ﹤0.01% 4622
2024
Q3 		$1K Buy
95
+64
+206% +$930 ﹤0.01% 4737
2024
Q2 		$0 Buy
+31
New +$361 ﹤0.01% 4963

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its USCB Financial Holdings (USCB) stake by 9.5% in Q1 2026, buying an estimated $2.46K and bringing the position to 1,483 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4228.

Carson Wealth (CWM LLC) first reported a position in USCB in Q2 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,483 shares of USCB Financial Holdings worth $27.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 129 USCB Financial Holdings shares in Q1 2026, an estimated $2.46K.
  • USCB Financial Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4228 holding.
  • Carson Wealth (CWM LLC) first reported a position in USCB Financial Holdings in Q2 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.