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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
EP
76
Essential Partners
California
$2.06K – – –
Optiver Holding
77
Optiver Holding
Netherlands
$2.04K -$762 -40 -27%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1K -$9.79K -514 -87%
C
79
Covestor
United Kingdom
$1K -$1.22K -64 -59%
AF
80
Allworth Financial
California
$872 +$438 +23 +96%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$760 – – –
EWA
82
EverSource Wealth Advisors
Alabama
$705 +$133 +7 +23%
IA
83
IFP Advisors
Florida
$464 – – –
UBS AM
84
UBS AM
Illinois
$426 +$438 +23 New
FFA
85
Farther Finance Advisors
California
$417 – – –
RIL
86
Rothschild Investment LLC
Illinois
$389 +$229 +12 +133%
MCM
87
MAI Capital Management
Ohio
$316 +$248 +13 +325%
Osaic Holdings
88
Osaic Holdings
Arizona
$278 – – –
SS
89
SBI Securities
Japan
$278 – – –
RFP
90
Root Financial Partners
California
$185 +$191 +10 New
BWA
91
Basecamp Wealth Advisors
Washington
$93 +$95 +5 New
TWD
92
True Wealth Design
Ohio
$56 – – –
SIC
93
SJS Investment Consulting
Ohio
$19 – – –
Marshall Wace
94
Marshall Wace
United Kingdom
– -$538K -29,183 Closed
MAM
95
Martingale Asset Management
Massachusetts
– -$508K -27,594 Closed
GCP
96
GSA Capital Partners
United Kingdom
– -$500K -27,151 Closed
QC
97
Quadrature Capital
United Kingdom
– -$324K -17,616 Closed
LAS
98
LWM Advisory Services
Florida
– -$215K -11,671 Closed
HIM
99
Hillsdale Investment Management
Ontario, Canada
– -$193K -10,500 Closed
AB
100
Amalgamated Bank
New York
– -$7K -367 Closed
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.