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 Q1	$8.5M	Buy	+458,329	New	+$8.73M	﹤0.01%	1285

Other funds holding USCB

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Wellington Management Group's USCB Position: Q1 2026 in Review

Wellington Management Group opened a new position in USCB Financial Holdings (USCB) in Q1 2026: 458,329 shares worth $8.5M. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

Wellington Management Group held 458,329 shares of USCB Financial Holdings worth $8.5M as of Q1 2026.
USCB Financial Holdings was a new Wellington Management Group position in Q1 2026.
USCB Financial Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1285 holding.
93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.