Wells Fargo
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Wells Fargo’s USCB Financial Holdings USCB Stock Holding History

Wells Fargo’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 		$216K Buy
10,549
+6,193
+142% +$118K ﹤0.01% 5158
2026
Q1 		$80.8K Sell
4,356
-8,637
-66% -$165K ﹤0.01% 5222
2025
Q4 		$239K Buy
12,993
+5,378
+71% +$96.1K ﹤0.01% 4965
2025
Q3 		$133K Buy
7,615
+1,232
+19% +$21.2K ﹤0.01% 5167
2025
Q2 		$106K Buy
6,383
+373
+6% +$6.27K ﹤0.01% 5163
2025
Q1 		$112K Buy
6,010
+211
+4% +$3.93K ﹤0.01% 5045
2024
Q4 		$103K Buy
5,799
+1,431
+33% +$25K ﹤0.01% 5191
2024
Q3 		$66.6K Buy
4,368
+114
+3% +$1.66K ﹤0.01% 5238
2024
Q2 		$54.6K Buy
4,254
+535
+14% +$6.23K ﹤0.01% 5260
2024
Q1 		$42.4K Buy
3,719
+478
+15% +$5.53K ﹤0.01% 5325
2023
Q4 		$39.7K Buy
3,241
+640
+25% +$7.29K ﹤0.01% 5358
2023
Q3 		$27.3K Sell
2,601
-1,411
-35% -$15.7K ﹤0.01% 5471
2023
Q2 		$40.9K Buy
4,012
+2,095
+109% +$20.6K ﹤0.01% 5502
2023
Q1 		$19K Buy
+1,917
New +$23K ﹤0.01% 5660
2022
Q4 		– Sell
-28
Closed – – 7747
2022
Q3 		$0 Sell
28
-71
-72% -$913 ﹤0.01% 7416
2022
Q2 		$1K Buy
99
+67
+209% +$887 ﹤0.01% 6622
2022
Q1 		$0 Buy
32
+8
+33% +$113 ﹤0.01% 7864
2021
Q4 		$0 Sell
24
-1
-4% -$14 ﹤0.01% 7847
2021
Q3 		$0 Buy
+25
New +$298 ﹤0.01% 7557

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

Wells Fargo's USCB Position: Q2 2026 in Review

Wells Fargo increased its USCB Financial Holdings (USCB) stake by 142% in Q2 2026, buying an estimated $118K and bringing the position to 10,549 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #5158.

Wells Fargo first reported a position in USCB in Q3 2021 and has held it in 19 quarters since. The position peaked at $239K in Q4 2025. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Wells Fargo held 10,549 shares of USCB Financial Holdings worth $216K as of Q2 2026.
  • Wells Fargo bought 6,193 USCB Financial Holdings shares in Q2 2026, an estimated $118K.
  • USCB Financial Holdings made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5158 holding.
  • Wells Fargo first reported a position in USCB Financial Holdings in Q3 2021 and has held it in 19 quarters since.
  • Wells Fargo's USCB Financial Holdings position peaked at $239K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.