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USCB Financial Holdings
USCB

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: 92 → 93 (+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: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.73M
2
MCA
Mendon Capital Advisors
Florida
+$1.66M
3
CRC
Curi RMB Capital
Illinois
+$1.49M
4
American Century Companies
American Century Companies
Missouri
+$1.15M
5
DSC
Daytona Street Capital
Missouri
+$662K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$688K
2
MCM
Maltese Capital Management
New York
-$640K
3
ECA
Endeavour Capital Advisors
Connecticut
-$622K
4
Marshall Wace
Marshall Wace
United Kingdom
-$538K
5
MAM
Martingale Asset Management
Massachusetts
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.12M +$1.15M +60,385 New
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$1.07M +$431K +22,621 +64%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$992K -$164K -8,618 -14%
SM
29
Salzhauer Michael
$976K +$131K +6,900 +15%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$890K +$89.8K +4,711 +11%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$872K -$22.8K -1,196 -2%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$863K – – –
TD Asset Management
33
TD Asset Management
Ontario, Canada
$829K – – –
Bank of America
34
Bank of America
North Carolina
$775K -$175K -9,209 -18%
Barclays
35
Barclays
United Kingdom
$766K -$296K -15,518 -27%
DSC
36
Daytona Street Capital
Missouri
$658K +$662K +34,728 New
GF
37
Gabelli Funds
New York
$632K – – –
Charles Schwab
38
Charles Schwab
California
$573K -$59.8K -3,139 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$495K -$187K -9,829 -27%
FT
40
Fiduciary Trust
Massachusetts
$414K -$19.9K -1,044 -4%
AQR Capital Management
41
AQR Capital Management
Connecticut
$408K +$47.9K +2,513 +13%
EM
42
ELCO Management
New York
$397K +$80K +4,200 +24%
N
43
Nuveen
North Carolina
$367K – – –
Squarepoint
44
Squarepoint
New York
$366K -$319K -16,747 -46%
GC
45
Globeflex Capital
California
$360K – – –
Millennium Management
46
Millennium Management
New York
$342K -$316K -16,598 -47%
BCM
47
Bridgeway Capital Management
Texas
$313K +$36.2K +1,900 +13%
IQI
48
Integrated Quantitative Investments
Washington
$287K -$5.35K -281 -2%
LCM
49
Legato Capital Management
California
$287K -$5.35K -281 -2%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$284K -$337K -17,679 -54%
1
2
3 4 5

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.