Modern Wealth Management’s USCB Financial Holdings USCB Stock Holding History

Modern Wealth Management’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	$239K	Buy	+11,687	New	+$222K	﹤0.01%	963

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Modern Wealth Management's USCB Position: Q2 2026 in Review

Modern Wealth Management opened a new position in USCB Financial Holdings (USCB) in Q2 2026: 11,687 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

96 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

Modern Wealth Management held 11,687 shares of USCB Financial Holdings worth $239K as of Q2 2026.
USCB Financial Holdings was a new Modern Wealth Management position in Q2 2026.
USCB Financial Holdings made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #963 holding.
96 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.