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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
Q2 		$1.37K Sell
67
-44
-40% -$837 ﹤0.01% 2110
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

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

Essential Partners's USCB Position: Q2 2026 in Review

Essential Partners reduced its USCB Financial Holdings (USCB) stake by 40% in Q2 2026, selling an estimated $837 and leaving 67 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Essential Partners first reported a position in USCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.06K in Q1 2026. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Essential Partners held 67 shares of USCB Financial Holdings worth $1.37K as of Q2 2026.
  • Essential Partners sold 44 USCB Financial Holdings shares in Q2 2026, an estimated $837.
  • USCB Financial Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2110 holding.
  • Essential Partners first reported a position in USCB Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's USCB Financial Holdings position peaked at $2.06K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.