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MAI Capital Management’s USCB Financial Holdings USCB Stock Holding History

MAI Capital 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
Q2 		– Sell
-17
Closed -$316 – 4590
2026
Q1 		$316 Buy
17
+13
+325% +$248 ﹤0.01% 4520
2025
Q4 		$74 Buy
+4
New +$71 ﹤0.01% 4200

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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
AllianceBernstein
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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

MAI Capital Management's USCB Position: Q2 2026 in Review

MAI Capital Management sold out of USCB Financial Holdings (USCB) in Q2 2026, closing a stake of 17 shares — an estimated $316 sold.

MAI Capital Management first reported a position in USCB in Q4 2025 and held it in 2 quarters. The position peaked at $316 in Q1 2026. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • MAI Capital Management reported no remaining USCB Financial Holdings position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 17 USCB Financial Holdings shares in Q2 2026, an estimated $316.
  • MAI Capital Management first reported a position in USCB Financial Holdings in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's USCB Financial Holdings position peaked at $316 in Q1 2026.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

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