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Coldstream Capital Management’s USCB Financial Holdings USCB Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-33
Closed -$613 – 3241
2025
Q1 		$613 Buy
+33
New +$615 ﹤0.01% 3300

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Coldstream Capital Management's USCB Position: Q2 2025 in Review

Coldstream Capital Management sold out of USCB Financial Holdings (USCB) in Q2 2025, closing a stake of 33 shares — an estimated $613 sold.

Coldstream Capital Management first reported a position in USCB in Q1 2025 and held it in 1 quarter. The position peaked at $613 in Q1 2025. 73 funds tracked by Wall St. Rank hold USCB as of Q2 2025.

  • Coldstream Capital Management reported no remaining USCB Financial Holdings position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 33 USCB Financial Holdings shares in Q2 2025, an estimated $613.
  • Coldstream Capital Management first reported a position in USCB Financial Holdings in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's USCB Financial Holdings position peaked at $613 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.