Wellington Management Group
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Wellington Management Group’s USCB Financial Holdings USCB Stock Holding History

Wellington Management 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 		$11M Buy
539,779
+81,450
+18% +$1.55M ﹤0.01% 1268
2026
Q1 		$8.5M Buy
+458,329
New +$8.73M ﹤0.01% 1285

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
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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Wellington Management Group's USCB Position: Q2 2026 in Review

Wellington Management Group increased its USCB Financial Holdings (USCB) stake by 18% in Q2 2026, buying an estimated $1.55M and bringing the position to 539,779 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Wellington Management Group first reported a position in USCB in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Wellington Management Group held 539,779 shares of USCB Financial Holdings worth $11M as of Q2 2026.
  • Wellington Management Group bought 81,450 USCB Financial Holdings shares in Q2 2026, an estimated $1.55M.
  • USCB Financial Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1268 holding.
  • Wellington Management Group first reported a position in USCB Financial Holdings in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.