Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s USCB Financial Holdings USCB Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$992K Sell
53,494
-8,618
-14% -$164K ﹤0.01% 1157
2025
Q4 		$1.14M Buy
62,112
+434
+0.7% +$7.75K ﹤0.01% 1093
2025
Q3 		$1.08M Buy
61,678
+3,010
+5% +$51.7K ﹤0.01% 1039
2025
Q2 		$970K Buy
58,668
+5,613
+11% +$94.3K ﹤0.01% 1060
2025
Q1 		$985K Buy
53,055
+7,088
+15% +$132K ﹤0.01% 956
2024
Q4 		$816K Buy
45,967
+19,028
+71% +$332K ﹤0.01% 1006
2024
Q3 		$411K Buy
+26,939
New +$391K ﹤0.01% 1146

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

Connor, Clark & Lunn Investment Management (CC&L)'s USCB Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its USCB Financial Holdings (USCB) stake by 14% in Q1 2026, selling an estimated $164K and leaving 53,494 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in USCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 53,494 shares of USCB Financial Holdings worth $992K as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,618 USCB Financial Holdings shares in Q1 2026, an estimated $164K.
  • USCB Financial Holdings made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1157 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in USCB Financial Holdings in Q3 2024 and has held it in 7 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s USCB Financial Holdings position peaked at $1.14M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.