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Principal Securities’s USCB Financial Holdings USCB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-34
Closed -$593 – 3393
2025
Q3 		$593 Hold
34
– – ﹤0.01% 3513
2025
Q2 		$562 Hold
34
– – ﹤0.01% 3462
2025
Q1 		$604 Hold
34
– – ﹤0.01% 3315
2024
Q4 		$604 Hold
34
– – ﹤0.01% 3309
2024
Q3 		$519 Hold
34
– – ﹤0.01% 3271
2024
Q2 		$436 Hold
34
– – ﹤0.01% 3224
2024
Q1 		$388 Sell
34
-163
-83% -$1.89K ﹤0.01% 3172
2023
Q4 		$2.41K Buy
+197
New +$2.25K ﹤0.01% 2764

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Principal Securities's USCB Position: Q4 2025 in Review

Principal Securities sold out of USCB Financial Holdings (USCB) in Q4 2025, closing a stake of 34 shares — an estimated $593 sold.

Principal Securities first reported a position in USCB in Q4 2023 and held it in 8 quarters. The position peaked at $2.41K in Q4 2023. 92 funds tracked by Wall St. Rank hold USCB as of Q4 2025.

  • Principal Securities reported no remaining USCB Financial Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 34 USCB Financial Holdings shares in Q4 2025, an estimated $593.
  • Principal Securities first reported a position in USCB Financial Holdings in Q4 2023 and held it in 8 quarters.
  • Principal Securities's USCB Financial Holdings position peaked at $2.41K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.