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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
Q2 		– Sell
-1,135
Closed -$21K – 4393
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 $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
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

NewEdge Advisors's USCB Position: Q2 2026 in Review

NewEdge Advisors sold out of USCB Financial Holdings (USCB) in Q2 2026, closing a stake of 1,135 shares — an estimated $21K sold.

NewEdge Advisors first reported a position in USCB in Q3 2024 and held it in 7 quarters. The position peaked at $31.3K in Q4 2025. 96 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • NewEdge Advisors reported no remaining USCB Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 1,135 USCB Financial Holdings shares in Q2 2026, an estimated $21K.
  • NewEdge Advisors first reported a position in USCB Financial Holdings in Q3 2024 and held it in 7 quarters.
  • NewEdge Advisors's USCB Financial Holdings position peaked at $31.3K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.