TD Asset Management
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TD Asset Management’s USCB Financial Holdings USCB Stock Holding History

TD Asset Management’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 		$1.09M Buy
53,218
+8,522
+19% +$162K ﹤0.01% 1078
2026
Q1 		$829K Hold
44,696
– – ﹤0.01% 1116
2025
Q4 		$823K Buy
44,696
+1,810
+4% +$32.3K ﹤0.01% 1123
2025
Q3 		$748K Buy
+42,886
New +$736K ﹤0.01% 1131

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 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
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TD Asset Management's USCB Position: Q2 2026 in Review

TD Asset Management increased its USCB Financial Holdings (USCB) stake by 19% in Q2 2026, buying an estimated $162K and bringing the position to 53,218 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

TD Asset Management first reported a position in USCB in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • TD Asset Management held 53,218 shares of USCB Financial Holdings worth $1.09M as of Q2 2026.
  • TD Asset Management bought 8,522 USCB Financial Holdings shares in Q2 2026, an estimated $162K.
  • USCB Financial Holdings made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #1078 holding.
  • TD Asset Management first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.