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USCB Financial Holdings

93 hedge funds and large institutions have $215M invested in USCB Financial Holdings in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1.47% more ownership

Funds ownership: 62.18%63.66% (+1.5%)

1% more funds holding

Funds holding: 9293 (+1)

4% more capital invested

Capital invested by funds: $207M → $215M (+$7.97M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
11
Increased
27
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPGI
1
Patriot Financial Partners GP II
Pennsylvania
$34.4M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.5M +$83.2K +4,365 +0.3%
ECA
3
Endeavour Capital Advisors
Connecticut
$19M -$622K -32,631 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$17.3M -$76.2K -4,000 -0.4%
BlackRock
5
BlackRock
New York
$16.8M -$688K -36,104 -4%
MCA
6
Mendon Capital Advisors
Florida
$10.6M +$1.66M +86,958 +18%
CRC
7
Curi RMB Capital
Illinois
$9.77M +$1.49M +78,458 +17%
VCM
8
Vanguard Capital Management
Pennsylvania
$9.05M +$9.3M +487,879 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$8.5M +$8.73M +458,329 New
BCM
10
Basswood Capital Management
New York
$8.1M -$25.1K -1,319 -0.3%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$6.35M +$21.9K +1,152 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.68M -$40.3K -2,114 -0.8%
KCM
13
Kennedy Capital Management
Missouri
$4.51M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.69M +$500K +26,267 +15%
State Street
15
State Street
Massachusetts
$2.86M +$76.2K +3,999 +3%
MCM
16
Maltese Capital Management
New York
$2.49M -$640K -33,603 -20%
NRCM
17
North Reef Capital Management
California
$2.37M +$82.9K +4,352 +4%
Northern Trust
18
Northern Trust
Illinois
$2.22M +$66.9K +3,510 +3%
EPCA
19
Elizabeth Park Capital Advisors
Ohio
$2.05M
BFC
20
Banc Funds Company
Illinois
$1.77M
Morgan Stanley
21
Morgan Stanley
New York
$1.7M -$40.8K -2,143 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.69M -$255K -13,400 -13%
Goldman Sachs
23
Goldman Sachs
New York
$1.41M +$239K +12,561 +20%
VPM
24
Vanguard Portfolio Management
Pennsylvania
$1.26M +$1.3M +68,126 New
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$1.2M +$1.23M +64,476 New

USCB Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2026, worth a combined $215M — up 3.8% from $207M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new USCB positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.73M. The largest seller was BlackRock, cutting an estimated $688K.

  • 93 institutional investors held USCB Financial Holdings (USCB) as of Q1 2026, up from 92 in Q4 2025.
  • Funds reported $215M of USCB Financial Holdings stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 11 funds opened new USCB Financial Holdings positions in Q1 2026 and 9 closed out, a net change of +2 holders.
  • The largest USCB Financial Holdings buyer in Q1 2026 was Wellington Management Group, an estimated $8.73M added.
  • The largest USCB Financial Holdings seller in Q1 2026 was BlackRock, an estimated $688K sold.

Based on aggregated 13F filings for Q1 2026.