ELCO Management
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ELCO Management’s USCB Financial Holdings USCB Stock Holding History

ELCO Management’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
Q3 		$327K Sell
14,990
-6,060
-29% -$133K 0.15% 117
2026
Q2 		$431K Sell
21,050
-390
-2% -$7.42K 0.19% 103
2026
Q1 		$397K Buy
21,440
+4,200
+24% +$80K 0.19% 102
2025
Q4 		$318K Hold
17,240
– – 0.2% 107
2025
Q3 		$301K Sell
17,240
-21,649
-56% -$372K 0.16% 115
2025
Q2 		$643K Hold
38,889
– – 0.34% 61
2025
Q1 		$722K Sell
38,889
-4,633
-11% -$86.3K 0.4% 54
2024
Q4 		$773K Sell
43,522
-14,687
-25% -$256K 0.41% 56
2024
Q3 		$888K Hold
58,209
– – 0.48% 49
2024
Q2 		$747K Sell
58,209
-1,078
-2% -$12.5K 0.43% 54
2024
Q1 		$676K Sell
59,287
-648
-1% -$7.5K 0.41% 58
2023
Q4 		$734K Hold
59,935
– – 0.48% 48
2023
Q3 		$630K Hold
59,935
– – 0.45% 54
2023
Q2 		$611K Sell
59,935
-22,883
-28% -$225K 0.44% 57
2023
Q1 		$819K Buy
82,818
+17,651
+27% +$212K 0.6% 44
2022
Q4 		$795K Buy
65,167
+30,053
+86% +$398K 0.6% 47
2022
Q3 		$460K Buy
+35,114
New +$451K 0.37% 62
2021
Q4 		– Sell
-28,227
Closed -$344K – 147
2021
Q3 		$344K Buy
+28,227
New +$336K 0.26% 93

Other funds holding USCB

SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Davis Capital Management
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

ELCO Management's USCB Position: Q3 2026 in Review

ELCO Management reduced its USCB Financial Holdings (USCB) stake by 29% in Q3 2026, selling an estimated $133K and leaving 14,990 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #117.

ELCO Management first reported a position in USCB in Q3 2021 and has held it in 18 quarters since. The position peaked at $888K in Q3 2024. 17 funds tracked by Wall St. Rank hold USCB as of Q3 2026.

  • ELCO Management held 14,990 shares of USCB Financial Holdings worth $327K as of Q3 2026.
  • ELCO Management sold 6,060 USCB Financial Holdings shares in Q3 2026, an estimated $133K.
  • USCB Financial Holdings made up 0.15% of ELCO Management's portfolio in Q3 2026, its #117 holding.
  • ELCO Management first reported a position in USCB Financial Holdings in Q3 2021 and has held it in 18 quarters since.
  • ELCO Management's USCB Financial Holdings position peaked at $888K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.