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Rothschild Investment LLC’s USCB Financial Holdings USCB Stock Holding History

Rothschild Investment LLC’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 		$941 Buy
46
+25
+119% +$476 ﹤0.01% 3070
2026
Q1 		$389 Buy
21
+12
+133% +$229 ﹤0.01% 3192
2025
Q4 		$166 Buy
9
+7
+350% +$125 ﹤0.01% 3140
2025
Q3 		$35 Buy
+2
New +$34 ﹤0.01% 3108

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

Rothschild Investment LLC's USCB Position: Q2 2026 in Review

Rothschild Investment LLC increased its USCB Financial Holdings (USCB) stake by 119% in Q2 2026, buying an estimated $476 and bringing the position to 46 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Rothschild Investment LLC first reported a position in USCB in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Rothschild Investment LLC held 46 shares of USCB Financial Holdings worth $941 as of Q2 2026.
  • Rothschild Investment LLC bought 25 USCB Financial Holdings shares in Q2 2026, an estimated $476.
  • USCB Financial Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3070 holding.
  • Rothschild Investment LLC first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.