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Hillsdale Investment Management’s USCB Financial Holdings USCB Stock Holding History

Hillsdale Investment 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
2026
Q1 		– Sell
-10,500
Closed -$193K – 764
2025
Q4 		$193K Hold
10,500
– – 0.01% 499
2025
Q3 		$183K Sell
10,500
-1,200
-10% -$20.6K 0.01% 488
2025
Q2 		$194K Sell
11,700
-4,410
-27% -$74.1K 0.01% 463
2025
Q1 		$299K Hold
16,110
– – 0.02% 392
2024
Q4 		$286K Buy
16,110
+410
+3% +$7.16K 0.01% 380
2024
Q3 		$239K Buy
+15,700
New +$228K 0.02% 392

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 $5.72T 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
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

Hillsdale Investment Management's USCB Position: Q1 2026 in Review

Hillsdale Investment Management sold out of USCB Financial Holdings (USCB) in Q1 2026, closing a stake of 10,500 shares — an estimated $193K sold.

Hillsdale Investment Management first reported a position in USCB in Q3 2024 and held it in 6 quarters. The position peaked at $299K in Q1 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Hillsdale Investment Management reported no remaining USCB Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,500 USCB Financial Holdings shares in Q1 2026, an estimated $193K.
  • Hillsdale Investment Management first reported a position in USCB Financial Holdings in Q3 2024 and held it in 6 quarters.
  • Hillsdale Investment Management's USCB Financial Holdings position peaked at $299K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.