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LWM Advisory Services’s USCB Financial Holdings USCB Stock Holding History

LWM Advisory Services’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
Q1 		– Sell
-11,671
Closed -$215K – 88
2025
Q4 		$215K Buy
+11,671
New +$209K 0.13% 81
2023
Q4 		– Sell
-3,655
Closed -$38.4K – 147
2023
Q3 		$38.4K Buy
+3,655
New +$40.5K 0.04% 98

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

LWM Advisory Services's USCB Position: Q1 2026 in Review

LWM Advisory Services sold out of USCB Financial Holdings (USCB) in Q1 2026, closing a stake of 11,671 shares — an estimated $215K sold.

LWM Advisory Services first reported a position in USCB in Q3 2023 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • LWM Advisory Services reported no remaining USCB Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 11,671 USCB Financial Holdings shares in Q1 2026, an estimated $215K.
  • LWM Advisory Services first reported a position in USCB Financial Holdings in Q3 2023 and held it in 2 quarters.
  • LWM Advisory Services's USCB Financial Holdings position peaked at $215K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.