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Essential Partners’s USCB Financial Holdings USCB Stock Holding History

Essential Partners’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 		$2.06K Hold
111
– – ﹤0.01% 1998
2025
Q4 		$2.04K Buy
111
+14
+14% +$250 ﹤0.01% 1791
2025
Q3 		$1.69K Buy
97
+93
+2,325% +$1.6K ﹤0.01% 1850
2025
Q2 		$66 Buy
+4
New +$67 ﹤0.01% 2121

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ECA
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AllianceBernstein
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return