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True Wealth Design’s USCB Financial Holdings USCB Stock Holding History

True Wealth Design’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 		$205 Buy
10
+7
+233% +$133 ﹤0.01% 2444
2026
Q1 		$56 Hold
3
– – ﹤0.01% 2556
2025
Q4 		$56 Sell
3
-2
-40% -$36 ﹤0.01% 2409
2025
Q3 		$88 Buy
+5
New +$86 ﹤0.01% 2474

Other funds holding USCB

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's USCB Position: Q2 2026 in Review

True Wealth Design increased its USCB Financial Holdings (USCB) stake by 233% in Q2 2026, buying an estimated $133 and bringing the position to 10 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

True Wealth Design first reported a position in USCB in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • True Wealth Design held 10 shares of USCB Financial Holdings worth $205 as of Q2 2026.
  • True Wealth Design bought 7 USCB Financial Holdings shares in Q2 2026, an estimated $133.
  • USCB Financial Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2444 holding.
  • True Wealth Design first reported a position in USCB Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 4 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.