Uscb Financial Holdings, Inc.
USCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001901637
No open-market purchases or sales by Uscb Financial Holdings, Inc. insiders were filed in the last 90 days; 95 institutions reported holding it in 13F filings for Q2 2026, worth $253.1M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Uscb Financial Holdings, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 70
- +3 vs. Q4 2024
- Shares held
- 12.7M
- +206.9K (+1.7%) vs. Q4 2024
- Total value
- $235.1M
- +$13.9M (+6.3%) vs. Q4 2024
- New holders
- 7
- 18 more added
- Sold out
- 4
- 26 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USCB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 95 | $253.1M |
| Q1 2026 | 93 | $215.4M |
| Q4 2025 | 92 | $207.4M |
| Q3 2025 | 84 | $196.4M |
| Q2 2025 | 74 | $210.0M |
| Q1 2025 | 70 | $235.1M |
| Q4 2024 | 68 | $221.4M |
| Q3 2024 | 67 | $184.9M |
| Q2 2024 | 62 | $153.3M |
| Q1 2024 | 53 | $136.6M |
| Q4 2023 | 54 | $146.8M |
| Q3 2023 | 49 | $121.0M |
| Q2 2023 | 49 | $116.2M |
| Q1 2023 | 49 | $111.3M |
| Q4 2022 | 47 | $129.4M |
| Q3 2022 | 45 | $133.1M |
| Q2 2022 | 49 | $116.2M |
| Q1 2022 | 35 | $136.0M |
| Q4 2021 | 31 | $140.6M |
| Q3 2021 | 24 | $107.2M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Uscb Financial Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1 | $19 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 8 | $148 | 0.00% | +8 | New |
| GAMMA Investing LLC | 8 | $148 | 0.00% | +8 | New |
| Principal Securities, Inc. | 34 | $604 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 33 | $613 | 0.00% | +33 | New |
| Nisa Investment Advisors, LLC | 41 | $761 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 100 | $1.86K | 0.00% | +12+13.6% | Added |
| Covestor Ltd | 109 | $2.00K | 0.00% | −14−11.4% | Reduced |
| Sterling Capital Management LLC | 139 | $2.58K | 0.00% | −121−46.5% | Reduced |
| CWM, LLC | 163 | $3.00K | 0.00% | +53+48.2% | Added |
| Tower Research Capital LLC (TRC) | 193 | $3.58K | 0.00% | −944−83.0% | Reduced |
| FMR LLC | 252 | $4.68K | 0.00% | −425−62.8% | Reduced |
| Harbor Capital Advisors, Inc. | 301 | $6.00K | 0.00% | +1+0.3% | Added |
| Amalgamated Bank | 374 | $7.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 674 | $12.5K | 0.00% | +237+54.2% | Added |
| Royal Bank of Canada | 772 | $14.0K | 0.00% | −708−47.8% | Reduced |
| California State Teachers Retirement System | 759 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $15.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 889 | $16.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 980 | $18.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,334 | $24.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,372 | $25.5K | 0.00% | −677−33.0% | Reduced |
| Corebridge Financial, Inc. | 5,200 | $96.5K | 0.00% | −5−0.1% | Reduced |
| Wells Fargo & Company | 6,010 | $111.5K | 0.00% | +211+3.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,207 | $115.2K | 0.00% | +234+3.9% | Added |
| MetLife Investment Management | 6,656 | $123.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,318 | $154.4K | 0.00% | −439−5.0% | Reduced |
| Deutsche Bank AG | 8,881 | $164.8K | 0.00% | +8,881 | New |
| UBS Group AG | 9,920 | $184.1K | 0.00% | +1,690+20.5% | Added |
| First Manhattan Co | 10,000 | $185.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,502 | $250.0K | 0.00% | −1,213−8.2% | Reduced |
| Nuveen, LLC | 15,564 | $288.9K | 0.00% | +15,564 | New |
| Stifel Financial Corp | 16,095 | $298.7K | 0.00% | +671+4.4% | Added |
| Hillsdale Investment Management Inc. | 16,110 | $299.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 17,118 | $317.7K | 0.00% | −1,600−8.5% | Reduced |
| Rhumbline Advisers | 17,312 | $321.3K | 0.00% | −620−3.5% | Reduced |
| Bank of New York Mellon Corp | 21,536 | $399.7K | 0.00% | −326−1.5% | Reduced |
| Bank of America Corp | 24,557 | $455.8K | 0.00% | −995−3.9% | Reduced |
| HSBC Holdings PLC | 26,105 | $485.3K | 0.00% | +4,552+21.1% | Added |
| JPMorgan Chase & Co | 26,303 | $488.2K | 0.00% | −24,740−48.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,079 | $539.7K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 29,269 | $543.2K | 0.33% | 00.0% | Unchanged |
| Millennium Management LLC | 30,914 | $573.8K | 0.00% | −31,219−50.2% | Reduced |
| Charles Schwab Investment Management Inc | 31,912 | $592.3K | 0.00% | +1,581+5.2% | Added |
| Keeley-Teton Advisors, LLC | 33,902 | $629.2K | 0.08% | +9,044+36.4% | Added |
| Barclays PLC | 34,916 | $648.0K | 0.00% | −4,346−11.1% | Reduced |
| ELCO Management Co., LLC | 38,889 | $721.8K | 0.40% | −4,633−10.6% | Reduced |
| Morgan Stanley | 42,410 | $787.1K | 0.00% | −9,094−17.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,055 | $984.7K | 0.00% | +7,088+15.4% | Added |
| Goldman Sachs Group Inc | 62,041 | $1.15M | 0.00% | −3,479−5.3% | Reduced |
| Susquehanna International Group, LLP | 65,824 | $1.22M | 0.00% | +65,824 | New |
| Northern Trust Corp | 82,935 | $1.54M | 0.00% | −755−0.9% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 88,599 | $1.64M | 1.49% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 95,842 | $1.78M | 0.00% | −21,246−18.1% | Reduced |
| Dimensional Fund Advisors LP | 116,706 | $2.17M | 0.00% | +16,109+16.0% | Added |
| State Street Corp | 127,955 | $2.37M | 0.00% | +4,482+3.6% | Added |
| Banc Funds Co LLC | 149,230 | $2.77M | 0.37% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 244,474 | $4.54M | 0.00% | +6,883+2.9% | Added |
| Maltese Capital Management LLC | 289,200 | $5.37M | 0.87% | −16,761−5.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 364,698 | $6.77M | 1.78% | −18,399−4.8% | Reduced |
| Kennedy Capital Management, Inc. | 387,365 | $7.19M | 0.17% | +102,060+35.8% | Added |
| Basswood Capital Management, L.L.C. | 514,460 | $9.55M | 0.54% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 570,636 | $10.6M | 0.26% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 670,178 | $12.4M | 5.76% | −4,633−0.7% | Reduced |
| Vanguard Group Inc | 729,039 | $13.5M | 0.00% | +283,326+63.6% | Added |
| BlackRock, Inc. | 860,582 | $16.0M | 0.00% | +39,010+4.7% | Added |
| Alliancebernstein L.P. | 893,105 | $16.6M | 0.01% | −14,224−1.6% | Reduced |
| Endeavour Capital Advisors Inc | 1,277,791 | $23.7M | 8.80% | −27,045−2.1% | Reduced |
| Patriot Financial Partners GP, LP | 4,485,909 | $83.3M | 28.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 0 | $0 | 0.00% | −113,602−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,894−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |