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Merited Wealth’s USCB Financial Holdings USCB Stock Holding History

Merited Wealth’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
-100
Closed -$1.84K – 274
2025
Q4 		$1.84K Buy
+100
New +$1.79K ﹤0.01% 265

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Merited Wealth's USCB Position: Q1 2026 in Review

Merited Wealth sold out of USCB Financial Holdings (USCB) in Q1 2026, closing a stake of 100 shares — an estimated $1.84K sold.

Merited Wealth first reported a position in USCB in Q4 2025 and held it in 1 quarter. The position peaked at $1.84K in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Merited Wealth reported no remaining USCB Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 100 USCB Financial Holdings shares in Q1 2026, an estimated $1.84K.
  • Merited Wealth first reported a position in USCB Financial Holdings in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's USCB Financial Holdings position peaked at $1.84K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.