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Institutional Ownership · SEC Form 13F

Who owns USCB Financial Holdings, Inc. (USCB)


Which tracked institutional funds hold USCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USCB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

91
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened USCB while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

USCB’s largest tracked holder by dollar value, PATRIOT FINANCIAL PARTNERS GP, LP, sizes it at 26.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 26.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in USCB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 91 tracked filers holding USCB, 37 increased or opened the position and 41 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in USCB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 6

  • VANGUARD CAPITAL MANAGEMENT LLC$9M
  • WELLINGTON MANAGEMENT GROUP LLP$7M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • AMERICAN CENTURY COMPANIES INC$1M
  • Daytona Street Capital LLC$658K

Full exits 4

  • VANGUARD GROUP INC$13M
  • MARSHALL WACE, LLP$538K
  • MARTINGALE ASSET MANAGEMENT L P$508K
  • GSA CAPITAL PARTNERS LLP$500K

Largest adds

  • T. Rowe Price Investment Management, Inc.$24M
  • MENDON CAPITAL ADVISORS CORP$2M
  • Curi Capital, LLC$2M
  • DIMENSIONAL FUND ADVISORS LP$508K
  • ACADIAN ASSET MANAGEMENT LLC$423K

Largest trims

  • MALTESE CAPITAL MANAGEMENT LLC$603K
  • BlackRock, Inc.$556K
  • ENDEAVOUR CAPITAL ADVISORS INC$478K
  • Squarepoint Ops LLC$306K
  • MILLENNIUM MANAGEMENT LLC$304K
  • LOS ANGELES CAPITAL MANAGEMENT LLC$284K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Patriot Financial Partners GP II, L.P.1,856,286$34M11.3%2026-Q1
T. Rowe Price Investment Management, Inc. added1,320,945$24M8.0%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC trimmed1,024,738$19M6.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed937,357$17M5.6%2026-Q1
BlackRock, Inc. trimmed908,837$17M5.5%2026-Q1
MENDON CAPITAL ADVISORS CORP added574,100$11M3.5%2026-Q1
Curi Capital, LLC added527,104$10M3.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new487,879$9M3.0%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed436,892$8M2.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP new391,474$7M2.4%2026-Q1
Pacific Ridge Capital Partners, LLC added342,320$6M2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed252,162$5M1.5%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC243,436$5M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added198,845$4M1.2%2026-Q1
STATE STREET CORP added154,154$3M0.9%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed134,197$2M0.8%2026-Q1
North Reef Capital Management LP added128,093$2M0.8%2026-Q1
NORTHERN TRUST CORP added119,834$2M0.7%2026-Q1
Elizabeth Park Capital Advisors, Ltd.110,599$2M0.7%2026-Q1
BANC FUNDS CO LLC95,580$2M0.6%2026-Q1
MORGAN STANLEY trimmed91,483$2M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed91,200$2M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added75,967$1M0.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new68,126$1M0.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new64,476$1M0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC new60,385$1M0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added57,995$1M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed53,494$992K0.3%2026-Q1
SALZHAUER MICHAEL added52,629$976K0.3%2026-Q1
Bank of New York Mellon Corp added48,008$890K0.3%2026-Q1
HSBC HOLDINGS PLC trimmed47,109$872K0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP46,530$863K0.3%2026-Q1
TD Asset Management Inc44,696$829K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed41,797$775K0.3%2026-Q1
BARCLAYS PLC trimmed41,304$766K0.3%2026-Q1
Daytona Street Capital LLC new34,728$658K0.2%2026-Q1
GABELLI FUNDS LLC34,065$632K0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed30,906$573K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed26,697$495K0.2%2026-Q1
Fiduciary Trust Co trimmed22,350$414K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added21,543$399K0.1%2026-Q1
ELCO Management Co., LLC added21,440$397K0.1%2026-Q1
Nuveen, LLC19,796$367K0.1%2026-Q1
Squarepoint Ops LLC trimmed19,739$366K0.1%2026-Q1
GLOBEFLEX CAPITAL L P19,439$360K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed18,461$342K0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added16,900$313K0.1%2026-Q1
Integrated Quantitative Investments LLC trimmed15,466$287K0.1%2026-Q1
Legato Capital Management LLC trimmed15,466$287K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed15,325$284K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed14,483$269K0.1%2026-Q1
FIRST MANHATTAN CO. LLC.10,000$185K0.1%2026-Q1
DEUTSCHE BANK AG\ added8,432$156K0.1%2026-Q1
MetLife Investment Management, LLC6,656$123K0.0%2026-Q1
Russell Investments Group, Ltd.6,404$119K0.0%2026-Q1
SG Americas Securities, LLC added6,363$118K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,556$103K0.0%2026-Q1
JPMORGAN CHASE & CO added4,749$88K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,356$81K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed4,135$77K0.0%2026-Q1
Vanguard Global Advisers, LLC new2,938$54K0.0%2026-Q1
UBS Group AG trimmed2,359$44K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey2,297$43K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. new2,200$41K0.0%2026-Q1
CITIGROUP INC added1,812$34K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,678$31K0.0%2026-Q1
CWM, LLC added1,483$27K0.0%2026-Q1
Legal & General Group Plc trimmed1,023$19K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND889$16K0.0%2026-Q1
Ameritas Investment Partners, Inc.808$15K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed633$12K0.0%2026-Q1
EverSource Wealth Advisors, LLC added214$11K0.0%2026-Q1
Provenance Wealth Advisors, LLC400$7K0.0%2026-Q1
Sterling Capital Management LLC trimmed277$5K0.0%2026-Q1
FMR LLC added184$3K0.0%2026-Q1
Essential Partners LLC111$2K0.0%2026-Q1
Optiver Holding B.V. trimmed110$2K0.0%2026-Q1
Covestor Ltd trimmed44$1K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed79$1K0.0%2026-Q1
PATRIOT FINANCIAL PARTNERS GP, LP4,485,909$74M24.3%2025-Q2 stale
VANGUARD GROUP INC trimmed723,765$13M4.4%2025-Q4 stale
Keeley-Teton Advisors, LLC added33,902$629K0.2%2025-Q1 stale
MARSHALL WACE, LLP trimmed29,183$538K0.2%2025-Q4 stale
MARTINGALE ASSET MANAGEMENT L P added27,594$508K0.2%2025-Q4 stale
GSA CAPITAL PARTNERS LLP added27,151$500K0.2%2025-Q4 stale
Quadrature Capital Ltd added17,616$324K0.1%2025-Q4 stale
STIFEL FINANCIAL CORP added16,189$283K0.1%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,832$245K0.1%2025-Q2 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed14,479$239K0.1%2025-Q2 stale
LWM Advisory Services, LLC added11,671$215K0.1%2025-Q4 stale
Hillsdale Investment Management Inc.10,500$193K0.1%2025-Q4 stale
FIRST TRUST ADVISORS LP trimmed11,053$193K0.1%2025-Q3 stale
Corebridge Financial, Inc. trimmed5,200$97K0.0%2025-Q1 stale
NewEdge Advisors, LLC added1,700$31K0.0%2025-Q4 stale
AMALGAMATED BANK trimmed367$7K0.0%2025-Q4 stale
Arax Advisory Partners new200$3K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new200$3K0.0%2025-Q2 stale
HARBOR CAPITAL ADVISORS, INC. trimmed189$3K0.0%2025-Q2 stale
Merited Wealth, LLC new100$2K0.0%2025-Q4 stale
FEDERATED HERMES, INC.63$1K0.0%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership