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Uscb Financial Holdings shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Uscb Financial Holdings (USCB) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Uscb Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Uscb Financial Holdings held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uscb Financial Holdings by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 12k 18.42
2023-09-30 $38k 3.7k 10.51

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Top funds holding Uscb Financial Holdings

Patriot Financial Partners GP II
T. Rowe Price Investment Management
Endeavour Capital Advisors
Alliancebernstein
BlackRock
Vanguard Group
Mendon Capital Advisors Corp.
RMB Capital Management
Basswood Capital Management
Pacific Ridge Capital Partners
Geode Capital Management
Kennedy Capital Management
Dimensional Fund Advisors
Sandler O'Neill Asset Management
State Street Corporation

View all funds holding Uscb Financial Holdings