Covestor’s USCB Financial Holdings USCB Stock Holding History

Covestor’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	$1K	Sell	44 -64	-59%	-$1.22K	﹤0.01%	2162
2025 Q4	$2K	Sell	108 -24	-18%	-$429	﹤0.01%	1964
2025 Q3	$2K	Buy	132 +23	+21%	+$395	﹤0.01%	1992
2025 Q2	$2K	Hold	109	–	–	﹤0.01%	1902
2025 Q1	$2K	Sell	109 -14	-11%	-$261	﹤0.01%	1897
2024 Q4	$2K	Buy	123 +101	+459%	+$1.76K	﹤0.01%	1946
2024 Q3	$0	Sell	22 -39	-64%	-$567	﹤0.01%	2800
2024 Q2	$1K	Buy	+61	New	+$710	﹤0.01%	2140
2024 Q1	–	Sell	-30	Closed	–	–	2773
2023 Q4	$0	Sell	30 -8	-21%	-$91	﹤0.01%	2749
2023 Q3	$0	Sell	38 -4	-10%	-$44	﹤0.01%	2744
2023 Q2	$0	Buy	+42	New	+$413	﹤0.01%	2683

Other funds holding USCB

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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

Covestor's USCB Position: Q1 2026 in Review

Covestor reduced its USCB Financial Holdings (USCB) stake by 59% in Q1 2026, selling an estimated $1.22K and leaving 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Covestor first reported a position in USCB in Q2 2023 and has held it in 11 quarters since. The position peaked at $2K in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

Covestor held 44 shares of USCB Financial Holdings worth $1K as of Q1 2026.
Covestor sold 64 USCB Financial Holdings shares in Q1 2026, an estimated $1.22K.
USCB Financial Holdings made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2162 holding.
Covestor first reported a position in USCB Financial Holdings in Q2 2023 and has held it in 11 quarters since.
Covestor's USCB Financial Holdings position peaked at $2K in Q4 2025.
93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.