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Root Financial Partners’s USCB Financial Holdings USCB Stock Holding History

Root Financial Partners’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
-10
Closed -$185 – 3040
2026
Q1 		$185 Buy
+10
New +$191 ﹤0.01% 3168

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ECA
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AllianceBernstein
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MCA
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CRC
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Wellington Management Group
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Vanguard Capital Management
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BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Root Financial Partners's USCB Position: Q2 2026 in Review

Root Financial Partners sold out of USCB Financial Holdings (USCB) in Q2 2026, closing a stake of 10 shares — an estimated $185 sold.

Root Financial Partners first reported a position in USCB in Q1 2026 and held it in 1 quarter. The position peaked at $185 in Q1 2026. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Root Financial Partners reported no remaining USCB Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 USCB Financial Holdings shares in Q2 2026, an estimated $185.
  • Root Financial Partners first reported a position in USCB Financial Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's USCB Financial Holdings position peaked at $185 in Q1 2026.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.