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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
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 $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 $5.72T 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

Rothschild Investment LLC's USCB Position: Q1 2026 in Review

Rothschild Investment LLC increased its USCB Financial Holdings (USCB) stake by 133% in Q1 2026, buying an estimated $229 and bringing the position to 21 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Rothschild Investment LLC first reported a position in USCB in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Rothschild Investment LLC held 21 shares of USCB Financial Holdings worth $389 as of Q1 2026.
  • Rothschild Investment LLC bought 12 USCB Financial Holdings shares in Q1 2026, an estimated $229.
  • USCB Financial Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3192 holding.
  • Rothschild Investment LLC first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.