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 Q2	$11.3M	Buy	550,085 +22,981	+4%	+$437K	0.17%	153
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 $391M AUM 33.12% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Curi RMB Capital's USCB Position: Q2 2026 in Review

Curi RMB Capital increased its USCB Financial Holdings (USCB) stake by 4.4% in Q2 2026, buying an estimated $437K and bringing the position to 550,085 shares worth $11.3M. The position accounts for 0.17% of the portfolio, ranked #153.

Curi RMB Capital first reported a position in USCB in Q2 2022 and has held it in 17 quarters since. 96 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

Curi RMB Capital held 550,085 shares of USCB Financial Holdings worth $11.3M as of Q2 2026.
Curi RMB Capital bought 22,981 USCB Financial Holdings shares in Q2 2026, an estimated $437K.
USCB Financial Holdings made up 0.17% of Curi RMB Capital's portfolio in Q2 2026, its #153 holding.
Curi RMB Capital first reported a position in USCB Financial Holdings in Q2 2022 and has held it in 17 quarters since.
96 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.