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Provenance Wealth Advisors’s USCB Financial Holdings USCB Stock Holding History

Provenance Wealth 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 		$7.42K Hold
400
– – ﹤0.01% 323
2025
Q4 		$7.37K Hold
400
– – ﹤0.01% 323
2025
Q3 		$6.98K Hold
400
– – ﹤0.01% 342
2025
Q2 		$6.62K Hold
400
– – ﹤0.01% 331
2025
Q1 		$7.42K Hold
400
– – ﹤0.01% 330
2024
Q4 		$7.1K Hold
400
– – ﹤0.01% 344
2024
Q3 		$6.1K Hold
400
– – ﹤0.01% 384
2024
Q2 		$5.13K Hold
400
– – ﹤0.01% 324
2024
Q1 		$4.56K Hold
400
– – ﹤0.01% 359
2023
Q4 		$4.9K Hold
400
– – ﹤0.01% 363
2023
Q3 		$4.2K Buy
+400
New +$4.44K ﹤0.01% 277

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 $5.7T 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 $5.61B 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 $1.96B AUM 19.53% 1-Year Est. Return