Stifel Financial
USCB icon

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

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Stifel Financial's USCB Position: Q4 2025 in Review

Stifel Financial sold out of USCB Financial Holdings (USCB) in Q4 2025, closing a stake of 16,189 shares — an estimated $283K sold.

Stifel Financial first reported a position in USCB in Q3 2024 and held it in 5 quarters. The position peaked at $299K in Q1 2025. 92 funds tracked by Wall St. Rank hold USCB as of Q4 2025.

  • Stifel Financial reported no remaining USCB Financial Holdings position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 16,189 USCB Financial Holdings shares in Q4 2025, an estimated $283K.
  • Stifel Financial first reported a position in USCB Financial Holdings in Q3 2024 and held it in 5 quarters.
  • Stifel Financial's USCB Financial Holdings position peaked at $299K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.