Morgan Stanley
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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
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
-35,389
-62% -$409K ﹤0.01% 5654
2023
Q4 		$698K Buy
57,004
+42,840
+302% +$488K ﹤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 $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

Morgan Stanley's USCB Position: Q1 2026 in Review

Morgan Stanley reduced its USCB Financial Holdings (USCB) stake by 2.3% in Q1 2026, selling an estimated $40.8K and leaving 91,483 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

Morgan Stanley first reported a position in USCB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2025. 93 funds tracked by Wall St. Rank hold USCB as of Q1 2026.

  • Morgan Stanley held 91,483 shares of USCB Financial Holdings worth $1.7M as of Q1 2026.
  • Morgan Stanley sold 2,143 USCB Financial Holdings shares in Q1 2026, an estimated $40.8K.
  • USCB Financial Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4868 holding.
  • Morgan Stanley first reported a position in USCB Financial Holdings in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's USCB Financial Holdings position peaked at $1.72M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.