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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
Q1 		$185 Buy
+10
New +$191 ﹤0.01% 3168

Other funds holding USCB

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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

Root Financial Partners's USCB Position: Q1 2026 in Review

Root Financial Partners opened a new position in USCB Financial Holdings (USCB) in Q1 2026: 10 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #3168 among its holdings.

93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Root Financial Partners held 10 shares of USCB Financial Holdings worth $185 as of Q1 2026.
  • USCB Financial Holdings was a new Root Financial Partners position in Q1 2026.
  • USCB Financial Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3168 holding.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.