Stifel Financial
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Stifel Financial’s USCB Financial Holdings USCB Stock Holding History

Stifel Financial’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
-16,189
Closed -$283K – 3718
2025
Q3 		$283K Buy
16,189
+301
+2% +$5.17K ﹤0.01% 3150
2025
Q2 		$263K Sell
15,888
-207
-1% -$3.48K ﹤0.01% 3123
2025
Q1 		$299K Buy
16,095
+671
+4% +$12.5K ﹤0.01% 2970
2024
Q4 		$274K Sell
15,424
-591
-4% -$10.3K ﹤0.01% 3002
2024
Q3 		$244K Buy
+16,015
New +$233K ﹤0.01% 3058

Other funds holding USCB

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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 $5.7T 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 $5.61B AUM 18.93% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return