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NewEdge Advisors’s USCB Financial Holdings USCB Stock Holding History

NewEdge 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
Q1 		$21K Sell
1,135
-565
-33% -$10.8K ﹤0.01% 3179
2025
Q4 		$31.3K Buy
1,700
+638
+60% +$11.4K ﹤0.01% 3114
2025
Q3 		$18.5K Buy
1,062
+279
+36% +$4.79K ﹤0.01% 3149
2025
Q2 		$12.9K Buy
783
+109
+16% +$1.83K ﹤0.01% 3106
2025
Q1 		$12.5K Buy
674
+237
+54% +$4.42K ﹤0.01% 3017
2024
Q4 		$7.76K Buy
437
+12
+3% +$209 ﹤0.01% 3107
2024
Q3 		$6.48K Buy
+425
New +$6.17K ﹤0.01% 3077

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

NewEdge Advisors's USCB Position: Q1 2026 in Review

NewEdge Advisors reduced its USCB Financial Holdings (USCB) stake by 33% in Q1 2026, selling an estimated $10.8K and leaving 1,135 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

NewEdge Advisors first reported a position in USCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • NewEdge Advisors held 1,135 shares of USCB Financial Holdings worth $21K as of Q1 2026.
  • NewEdge Advisors sold 565 USCB Financial Holdings shares in Q1 2026, an estimated $10.8K.
  • USCB Financial Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3179 holding.
  • NewEdge Advisors first reported a position in USCB Financial Holdings in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's USCB Financial Holdings position peaked at $31.3K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.