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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
Q2 		$1.99K 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

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's USCB Position: Q2 2026 in Review

IFP Advisors increased its USCB Financial Holdings (USCB) stake by 288% in Q2 2026, buying an estimated $1.37K and bringing the position to 97 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

IFP Advisors first reported a position in USCB in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • IFP Advisors held 97 shares of USCB Financial Holdings worth $1.99K as of Q2 2026.
  • IFP Advisors bought 72 USCB Financial Holdings shares in Q2 2026, an estimated $1.37K.
  • USCB Financial Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4237 holding.
  • IFP Advisors first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 4 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.