We are live on ! Find out more
USCB icon

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
MW
101
Merited Wealth
Florida
-$1.84K -100 Closed
CA
102
Clearstead Advisors
Ohio
-$19 -1 Closed

USCB Hedge Fund Activity: Q1 2026 in Review

93 of the 8,127 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.