Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s USCB Financial Holdings USCB Stock Holding History

Northwestern Mutual 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
2025
Q2 		– Sell
-8
Closed -$148 – 4009
2025
Q1 		$148 Buy
+8
New +$149 ﹤0.01% 3479

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Vanguard Group
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MCA
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CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BCM
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PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's USCB Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of USCB Financial Holdings (USCB) in Q2 2025, closing a stake of 8 shares — an estimated $148 sold.

Northwestern Mutual Wealth Management first reported a position in USCB in Q1 2025 and held it in 1 quarter. The position peaked at $148 in Q1 2025. 73 funds tracked by Wall St. Rank hold USCB as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining USCB Financial Holdings position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 8 USCB Financial Holdings shares in Q2 2025, an estimated $148.
  • Northwestern Mutual Wealth Management first reported a position in USCB Financial Holdings in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's USCB Financial Holdings position peaked at $148 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.