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Amalgamated Bank’s USCB Financial Holdings USCB Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-367
Closed -$7K – 2760
2025
Q4 		$7K Sell
367
-7
-2% -$125 ﹤0.01% 2602
2025
Q3 		$7K Hold
374
– – ﹤0.01% 2637
2025
Q2 		$6K Hold
374
– – ﹤0.01% 2695
2025
Q1 		$7K Hold
374
– – ﹤0.01% 2553
2024
Q4 		$7K Hold
374
– – ﹤0.01% 2626
2024
Q3 		$6K Hold
374
– – ﹤0.01% 2727
2024
Q2 		$5K Hold
374
– – ﹤0.01% 2811
2024
Q1 		$4K Sell
374
-630
-63% -$7.29K ﹤0.01% 2800
2023
Q4 		$12K Sell
1,004
-111
-10% -$1.26K ﹤0.01% 2835
2023
Q3 		$12K Hold
1,115
– – ﹤0.01% 2866
2023
Q2 		$11K Hold
1,115
– – ﹤0.01% 2943
2023
Q1 		$11K Sell
1,115
-250
-18% -$3K ﹤0.01% 2799
2022
Q4 		$17K Hold
1,365
– – ﹤0.01% 2790
2022
Q3 		$18K Hold
1,365
– – ﹤0.01% 2843
2022
Q2 		$16K Buy
+1,365
New +$18.1K ﹤0.01% 2907

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Amalgamated Bank's USCB Position: Q1 2026 in Review

Amalgamated Bank sold out of USCB Financial Holdings (USCB) in Q1 2026, closing a stake of 367 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in USCB in Q2 2022 and held it in 15 quarters. The position peaked at $18K in Q3 2022. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Amalgamated Bank reported no remaining USCB Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 367 USCB Financial Holdings shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in USCB Financial Holdings in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's USCB Financial Holdings position peaked at $18K in Q3 2022.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.