Fidelity Investments
USCB icon

Fidelity Investments’s USCB Financial Holdings USCB Stock Holding History

Fidelity Investments’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 		$4.67K Buy
228
+44
+24% +$837 ﹤0.01% 5026
2026
Q1 		$3.41K Buy
184
+32
+21% +$610 ﹤0.01% 4979
2025
Q4 		$2.8K Sell
152
-39
-20% -$697 ﹤0.01% 4981
2025
Q3 		$3.33K Buy
191
+20
+12% +$343 ﹤0.01% 4864
2025
Q2 		$2.83K Sell
171
-81
-32% -$1.36K ﹤0.01% 4808
2025
Q1 		$4.68K Sell
252
-425
-63% -$7.92K ﹤0.01% 4726
2024
Q4 		$12K Sell
677
-1
-0.1% -$17 ﹤0.01% 4393
2024
Q3 		$10.3K Sell
678
-3
-0.4% -$44 ﹤0.01% 4420
2024
Q2 		$8.74K Hold
681
– – ﹤0.01% 4377
2024
Q1 		$7.76K Buy
681
+73
+12% +$844 ﹤0.01% 4361
2023
Q4 		$7.45K Sell
608
-170
-22% -$1.94K ﹤0.01% 4330
2023
Q3 		$8.18K Buy
778
+177
+29% +$1.96K ﹤0.01% 4183
2023
Q2 		$6.13K Buy
601
+383
+176% +$3.77K ﹤0.01% 4303
2023
Q1 		$2.16K Buy
218
+76
+54% +$913 ﹤0.01% 4611
2022
Q4 		$1.73K Buy
142
+34
+31% +$451 ﹤0.01% 4547
2022
Q3 		$1K Buy
+108
New +$1.39K ﹤0.01% 4747

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

Fidelity Investments's USCB Position: Q2 2026 in Review

Fidelity Investments increased its USCB Financial Holdings (USCB) stake by 24% in Q2 2026, buying an estimated $837 and bringing the position to 228 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #5026.

Fidelity Investments first reported a position in USCB in Q3 2022 and has held it in 16 quarters since. The position peaked at $12K in Q4 2024. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Fidelity Investments held 228 shares of USCB Financial Holdings worth $4.67K as of Q2 2026.
  • Fidelity Investments bought 44 USCB Financial Holdings shares in Q2 2026, an estimated $837.
  • USCB Financial Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5026 holding.
  • Fidelity Investments first reported a position in USCB Financial Holdings in Q3 2022 and has held it in 16 quarters since.
  • Fidelity Investments's USCB Financial Holdings position peaked at $12K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.