Jim Simons
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Jim Simons’s USCB Financial Holdings USCB Stock Holding History

Jim Simons’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 		$1.88M Buy
92,000
+800
+0.9% +$15.2K ﹤0.01% 1987
2026
Q1 		$1.69M Sell
91,200
-13,400
-13% -$255K ﹤0.01% 1987
2025
Q4 		$1.93M Buy
104,600
+2,234
+2% +$39.9K ﹤0.01% 1892
2025
Q3 		$1.79M Buy
102,366
+13,060
+15% +$224K ﹤0.01% 2146
2025
Q2 		$1.48M Sell
89,306
-6,536
-7% -$110K ﹤0.01% 2295
2025
Q1 		$1.78M Sell
95,842
-21,246
-18% -$396K ﹤0.01% 2080
2024
Q4 		$2.08M Buy
117,088
+17,488
+18% +$305K ﹤0.01% 2027
2024
Q3 		$1.52M Buy
99,600
+33,199
+50% +$482K ﹤0.01% 2191
2024
Q2 		$852K Buy
66,401
+31,190
+89% +$363K ﹤0.01% 2411
2024
Q1 		$401K Sell
35,211
-289
-0.8% -$3.34K ﹤0.01% 2962
2023
Q4 		$435K Buy
35,500
+17,300
+95% +$197K ﹤0.01% 2844
2023
Q3 		$191K Buy
18,200
+600
+3% +$6.66K ﹤0.01% 3106
2023
Q2 		$180K Buy
17,600
+1,600
+10% +$15.7K ﹤0.01% 3327
2023
Q1 		$158K Buy
16,000
+1,200
+8% +$14.4K ﹤0.01% 3357
2022
Q4 		$181K Sell
14,800
-400
-3% -$5.3K ﹤0.01% 3452
2022
Q3 		$199K Buy
15,200
+100
+0.7% +$1.29K ﹤0.01% 3389
2022
Q2 		$174K Sell
15,100
-6,515
-30% -$86.3K ﹤0.01% 3699
2022
Q1 		$310K Buy
21,615
+8,118
+60% +$114K ﹤0.01% 3460
2021
Q4 		$189K Buy
+13,497
New +$187K ﹤0.01% 3528

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
BlackRock
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
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jim Simons's USCB Position: Q2 2026 in Review

Jim Simons increased its USCB Financial Holdings (USCB) stake by 0.88% in Q2 2026, buying an estimated $15.2K and bringing the position to 92,000 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Jim Simons first reported a position in USCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.08M in Q4 2024. 65 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Jim Simons held 92,000 shares of USCB Financial Holdings worth $1.88M as of Q2 2026.
  • Jim Simons bought 800 USCB Financial Holdings shares in Q2 2026, an estimated $15.2K.
  • USCB Financial Holdings made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1987 holding.
  • Jim Simons first reported a position in USCB Financial Holdings in Q4 2021 and has held it in 19 quarters since.
  • Jim Simons's USCB Financial Holdings position peaked at $2.08M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.