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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
Q2 		$0 Sell
16
-28
-64% -$533 ﹤0.01% 2863
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 $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

Covestor's USCB Position: Q2 2026 in Review

Covestor reduced its USCB Financial Holdings (USCB) stake by 64% in Q2 2026, selling an estimated $533 and leaving 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Covestor first reported a position in USCB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2K in Q4 2025. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Covestor held 16 shares of USCB Financial Holdings worth $0 as of Q2 2026.
  • Covestor sold 28 USCB Financial Holdings shares in Q2 2026, an estimated $533.
  • USCB Financial Holdings made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2863 holding.
  • Covestor first reported a position in USCB Financial Holdings in Q2 2023 and has held it in 12 quarters since.
  • Covestor's USCB Financial Holdings position peaked at $2K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.