IFP Advisors
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IFP Advisors’s USCB Financial Holdings USCB Stock Holding History

IFP 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
Q3 		$2.12K Hold
97
– – ﹤0.01% 4205
2026
Q2 		$1.98K Buy
97
+72
+288% +$1.37K ﹤0.01% 4237
2026
Q1 		$464 Hold
25
– – ﹤0.01% 4434
2025
Q4 		$460 Buy
25
+15
+150% +$268 ﹤0.01% 4303
2025
Q3 		$174 Buy
+10
New +$172 ﹤0.01% 4423
2025
Q2 		– Hold
0
– – – 4651

Other funds holding USCB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 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's USCB Position: Q3 2026 in Review

IFP Advisors held its USCB Financial Holdings (USCB) position steady in Q3 2026 at 97 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

IFP Advisors first reported a position in USCB in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold USCB as of Q3 2026.

  • IFP Advisors held 97 shares of USCB Financial Holdings worth $2.12K as of Q3 2026.
  • IFP Advisors left its USCB Financial Holdings share count unchanged in Q3 2026.
  • USCB Financial Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4205 holding.
  • IFP Advisors first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.