UBS Group
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UBS Group’s USCB Financial Holdings USCB Stock Holding History

UBS Group’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 		$39.5K Sell
1,930
-429
-18% -$8.16K ﹤0.01% 7705
2026
Q1 		$43.7K Sell
2,359
-5,534
-70% -$105K ﹤0.01% 7457
2025
Q4 		$145K Buy
7,893
+4,083
+107% +$73K ﹤0.01% 6734
2025
Q3 		$66.5K Buy
3,810
+138
+4% +$2.37K ﹤0.01% 7374
2025
Q2 		$60.7K Sell
3,672
-6,248
-63% -$105K ﹤0.01% 7615
2025
Q1 		$184K Buy
9,920
+1,690
+21% +$31.5K ﹤0.01% 6608
2024
Q4 		$146K Sell
8,230
-279
-3% -$4.87K ﹤0.01% 6647
2024
Q3 		$130K Buy
8,509
+5,303
+165% +$77K ﹤0.01% 6170
2024
Q2 		$41.1K Sell
3,206
-7,368
-70% -$85.8K ﹤0.01% 6841
2024
Q1 		$121K Sell
10,574
-1,227
-10% -$14.2K ﹤0.01% 6133
2023
Q4 		$145K Buy
11,801
+5,904
+100% +$67.3K ﹤0.01% 5966
2023
Q3 		$62K Sell
5,897
-192
-3% -$2.13K ﹤0.01% 6163
2023
Q2 		$62.1K Buy
6,089
+814
+15% +$8.01K ﹤0.01% 6356
2023
Q1 		$52.2K Buy
5,275
+2,279
+76% +$27.4K ﹤0.01% 6422
2022
Q4 		$36.6K Buy
+2,996
New +$39.7K ﹤0.01% 7045
2022
Q3 		– Sell
-748
Closed -$9K – 10954
2022
Q2 		$9K Buy
748
+481
+180% +$6.37K ﹤0.01% 8173
2022
Q1 		$4K Sell
267
-268
-50% -$3.78K ﹤0.01% 9326
2021
Q4 		$7K Buy
535
+531
+13,275% +$7.35K ﹤0.01% 9169
2021
Q3 		$0 Buy
+4
New +$48 ﹤0.01% 10114

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

UBS Group's USCB Position: Q2 2026 in Review

UBS Group reduced its USCB Financial Holdings (USCB) stake by 18% in Q2 2026, selling an estimated $8.16K and leaving 1,930 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7705.

UBS Group first reported a position in USCB in Q3 2021 and has held it in 19 quarters since. The position peaked at $184K in Q1 2025. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • UBS Group held 1,930 shares of USCB Financial Holdings worth $39.5K as of Q2 2026.
  • UBS Group sold 429 USCB Financial Holdings shares in Q2 2026, an estimated $8.16K.
  • USCB Financial Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7705 holding.
  • UBS Group first reported a position in USCB Financial Holdings in Q3 2021 and has held it in 19 quarters since.
  • UBS Group's USCB Financial Holdings position peaked at $184K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.