Morgan Stanley
USCB icon

Morgan Stanley’s USCB Financial Holdings USCB Stock Holding History

Morgan Stanley’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 		$1.64M Sell
79,925
-11,558
-13% -$220K ﹤0.01% 4963
2026
Q1 		$1.7M Sell
91,483
-2,143
-2% -$40.8K ﹤0.01% 4868
2025
Q4 		$1.72M Buy
93,626
+25,668
+38% +$459K ﹤0.01% 4907
2025
Q3 		$1.19M Buy
67,958
+23,960
+54% +$411K ﹤0.01% 5093
2025
Q2 		$728K Buy
43,998
+1,588
+4% +$26.7K ﹤0.01% 5269
2025
Q1 		$787K Sell
42,410
-9,094
-18% -$169K ﹤0.01% 5119
2024
Q4 		$914K Buy
51,504
+394
+0.8% +$6.88K ﹤0.01% 5139
2024
Q3 		$779K Buy
51,110
+20,123
+65% +$292K ﹤0.01% 5182
2024
Q2 		$398K Buy
30,987
+9,372
+43% +$109K ﹤0.01% 5391
2024
Q1 		$246K Sell
21,615
-6,887
-24% -$79.7K ﹤0.01% 5654
2023
Q4 		$349K Buy
28,502
+14,338
+101% +$163K ﹤0.01% 5470
2023
Q3 		$149K Sell
14,164
-2,321
-14% -$25.7K ﹤0.01% 5706
2023
Q2 		$168K Buy
16,485
+150
+0.9% +$1.48K ﹤0.01% 5717
2023
Q1 		$162K Buy
16,335
+4,751
+41% +$57.1K ﹤0.01% 5803
2022
Q4 		$141K Sell
11,584
-562
-5% -$7.45K ﹤0.01% 5816
2022
Q3 		$159K Buy
12,146
+5,526
+83% +$71K ﹤0.01% 5838
2022
Q2 		$77K Sell
6,620
-993
-13% -$13.1K ﹤0.01% 6405
2022
Q1 		$109K Buy
7,613
+2,139
+39% +$30.1K ﹤0.01% 6255
2021
Q4 		$77K Buy
+5,474
New +$75.8K ﹤0.01% 6582

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

Morgan Stanley's USCB Position: Q2 2026 in Review

Morgan Stanley reduced its USCB Financial Holdings (USCB) stake by 13% in Q2 2026, selling an estimated $220K and leaving 79,925 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #4963.

Morgan Stanley first reported a position in USCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2025. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • Morgan Stanley held 79,925 shares of USCB Financial Holdings worth $1.64M as of Q2 2026.
  • Morgan Stanley sold 11,558 USCB Financial Holdings shares in Q2 2026, an estimated $220K.
  • USCB Financial Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4963 holding.
  • Morgan Stanley first reported a position in USCB Financial Holdings in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's USCB Financial Holdings position peaked at $1.72M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.