Marshall Wace
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Marshall Wace’s USCB Financial Holdings USCB Stock Holding History

Marshall Wace’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
-29,183
Closed -$538K – 3706
2025
Q4 		$538K Sell
29,183
-385
-1% -$6.88K ﹤0.01% 2210
2025
Q3 		$516K Buy
+29,568
New +$508K ﹤0.01% 2221

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

Marshall Wace's USCB Position: Q1 2026 in Review

Marshall Wace sold out of USCB Financial Holdings (USCB) in Q1 2026, closing a stake of 29,183 shares — an estimated $538K sold.

Marshall Wace first reported a position in USCB in Q3 2025 and held it in 2 quarters. The position peaked at $538K in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Marshall Wace reported no remaining USCB Financial Holdings position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 29,183 USCB Financial Holdings shares in Q1 2026, an estimated $538K.
  • Marshall Wace first reported a position in USCB Financial Holdings in Q3 2025 and held it in 2 quarters.
  • Marshall Wace's USCB Financial Holdings position peaked at $538K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.