Washington Trust’s USCB Financial Holdings USCB Stock Holding History

Washington Trust’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 Q3	$218K	Buy	+10,000	New	+$220K	0.01%	276

Other funds holding USCB

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Washington Trust's USCB Position: Q3 2026 in Review

Washington Trust opened a new position in USCB Financial Holdings (USCB) in Q3 2026: 10,000 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

12 funds tracked by Wall St. Rank hold USCB as of Q3 2026.

Washington Trust held 10,000 shares of USCB Financial Holdings worth $218K as of Q3 2026.
USCB Financial Holdings was a new Washington Trust position in Q3 2026.
USCB Financial Holdings made up 0.01% of Washington Trust's portfolio in Q3 2026, its #276 holding.
12 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.