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SBI Securities’s USCB Financial Holdings USCB Stock Holding History

SBI Securities’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 		$307 Hold
15
– – ﹤0.01% 3195
2026
Q1 		$278 Hold
15
– – ﹤0.01% 3101
2025
Q4 		$276 Buy
+15
New +$268 ﹤0.01% 3103

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

SBI Securities's USCB Position: Q2 2026 in Review

SBI Securities held its USCB Financial Holdings (USCB) position steady in Q2 2026 at 15 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

SBI Securities first reported a position in USCB in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • SBI Securities held 15 shares of USCB Financial Holdings worth $307 as of Q2 2026.
  • SBI Securities left its USCB Financial Holdings share count unchanged in Q2 2026.
  • USCB Financial Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3195 holding.
  • SBI Securities first reported a position in USCB Financial Holdings in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.