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Curi RMB Capital’s USCB Financial Holdings USCB Stock Holding History

Curi RMB Capital’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 		$9.77M Buy
527,104
+78,458
+17% +$1.49M 0.17% 146
2025
Q4 		$8.26M Buy
448,646
+10
+0% +$179 0.14% 172
2025
Q3 		$7.83M Sell
448,636
-122,000
-21% -$2.09M 0.14% 166
2025
Q2 		$9.44M Hold
570,636
– – 0.18% 147
2025
Q1 		$10.6M Hold
570,636
– – 0.26% 114
2024
Q4 		$10.1M Hold
570,636
– – 0.23% 129
2024
Q3 		$8.7M Sell
570,636
-39,500
-6% -$574K 0.2% 144
2024
Q2 		$7.83M Sell
610,136
-85,530
-12% -$996K 0.19% 149
2024
Q1 		$7.93M Hold
695,666
– – 0.18% 151
2023
Q4 		$8.52M Sell
695,666
-132,603
-16% -$1.51M 0.26% 104
2023
Q3 		$8.71M Hold
828,269
– – 0.3% 98
2023
Q2 		$8.45M Hold
828,269
– – 0.28% 103
2023
Q1 		$8.19M Hold
828,269
– – 0.29% 98
2022
Q4 		$10.1M Buy
828,269
+240,227
+41% +$3.19M 0.36% 90
2022
Q3 		$7.71M Hold
588,042
– – 0.29% 102
2022
Q2 		$6.79M Buy
+588,042
New +$7.79M 0.23% 113

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 $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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 $1.96B AUM 19.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return