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Uscb Financial Holdings shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Uscb Financial Holdings (USCB) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Uscb Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Uscb Financial Holdings held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uscb Financial Holdings by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 12k 20.46

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Putnam Etf Trust Focused Lar Cap (PVAL)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
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Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Uscb Financial Holdings

Patriot Financial Partners GP II
BlackRock
Endeavour Capital Advisors
Alliancebernstein
Mendon Capital Advisors Corp.
RMB Capital Management
Wellington Management Company
Vanguard Capital Management
Basswood Capital Management
Pacific Ridge Capital Partners
Geode Capital Management
Kennedy Capital Management
Dimensional Fund Advisors
American Century Companies
State Street Corporation

View all funds holding Uscb Financial Holdings