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EverSource Wealth Advisors’s USCB Financial Holdings USCB Stock Holding History

EverSource Wealth Advisors’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 		$1.19K Buy
58
+20
+53% +$381 ﹤0.01% 3912
2026
Q1 		$705 Buy
38
+7
+23% +$133 ﹤0.01% 3972
2025
Q4 		$571 Buy
31
+8
+35% +$143 ﹤0.01% 3847
2025
Q3 		$401 Buy
23
+22
+2,200% +$378 ﹤0.01% 4003
2025
Q2 		$17 Hold
1
– – ﹤0.01% 4225
2025
Q1 		$19 Buy
+1
New +$19 ﹤0.01% 3970

Other funds holding USCB

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EverSource Wealth Advisors's USCB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its USCB Financial Holdings (USCB) stake by 53% in Q2 2026, buying an estimated $381 and bringing the position to 58 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3912.

EverSource Wealth Advisors first reported a position in USCB in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • EverSource Wealth Advisors held 58 shares of USCB Financial Holdings worth $1.19K as of Q2 2026.
  • EverSource Wealth Advisors bought 20 USCB Financial Holdings shares in Q2 2026, an estimated $381.
  • USCB Financial Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3912 holding.
  • EverSource Wealth Advisors first reported a position in USCB Financial Holdings in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.