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Capital Performance Advisors’s USCB Financial Holdings USCB Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-36
Closed -$549 – 2563
2024
Q3 		$549 Buy
+36
New +$523 ﹤0.01% 2202

Other funds holding USCB

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Capital Performance Advisors's USCB Position: Q4 2024 in Review

Capital Performance Advisors sold out of USCB Financial Holdings (USCB) in Q4 2024, closing a stake of 36 shares — an estimated $549 sold.

Capital Performance Advisors first reported a position in USCB in Q3 2024 and held it in 1 quarter. The position peaked at $549 in Q3 2024. 68 funds tracked by Wall St. Rank hold USCB as of Q4 2024.

  • Capital Performance Advisors reported no remaining USCB Financial Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 36 USCB Financial Holdings shares in Q4 2024, an estimated $549.
  • Capital Performance Advisors first reported a position in USCB Financial Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's USCB Financial Holdings position peaked at $549 in Q3 2024.
  • 68 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.