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USCB Financial Holdings

84 hedge funds and large institutions have $196M invested in USCB Financial Holdings in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

15% more funds holding

Funds holding: 7384 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less capital invested

Capital invested by funds: $210M → $196M (-$13.6M)

7.24% less ownership

Funds ownership: 63.32%56.08% (-7.2%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
28
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPGI
1
Patriot Financial Partners GP II
Pennsylvania
$35.5M +$35M +2,035,909 New
ECA
2
Endeavour Capital Advisors
Connecticut
$21.8M +$108K +6,262 +0.5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$21.7M +$21.4M +1,244,852 New
AllianceBernstein
4
AllianceBernstein
Tennessee
$16.7M -$255K -14,864 -2%
BlackRock
5
BlackRock
New York
$16M +$636K +37,057 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.9M -$83.5K -4,865 -0.7%
MCA
7
Mendon Capital Advisors
Florida
$8.5M -$3.5M -203,906 -30%
CRC
8
Curi RMB Capital
Illinois
$7.83M -$2.09M -122,000 -21%
BCM
9
Basswood Capital Management
New York
$7.65M -$575K -33,485 -7%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$6.13M -$135K -7,877 -2%
MCM
11
Maltese Capital Management
New York
$4.57M -$465K -27,077 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.33M -$11.7K -681 -0.3%
KCM
13
Kennedy Capital Management
Missouri
$4.25M -$1.16M -67,451 -22%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.7M +$193K +11,251 +8%
State Street
15
State Street
Massachusetts
$2.45M -$22K -1,281 -0.9%
BFC
16
Banc Funds Company
Illinois
$2.19M -$409K -23,811 -16%
Northern Trust
17
Northern Trust
Illinois
$2.13M -$17.9K -1,043 -0.8%
EPCA
18
Elizabeth Park Capital Advisors
Ohio
$1.93M +$378K +22,000 +25%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.79M +$224K +13,060 +15%
Morgan Stanley
20
Morgan Stanley
New York
$1.19M +$411K +23,960 +54%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.08M +$51.7K +3,010 +5%
Goldman Sachs
22
Goldman Sachs
New York
$988K +$129K +7,514 +15%
Barclays
23
Barclays
United Kingdom
$894K +$57.5K +3,351 +7%
Millennium Management
24
Millennium Management
New York
$765K +$86.9K +5,064 +13%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$748K +$736K +42,886 New

USCB Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q3 2025, worth a combined $196M — down 6.5% from $210M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new USCB positions and 5 closed out — a net gain of 12 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $21.4M. The largest seller was Mendon Capital Advisors, cutting an estimated $3.5M.

  • 84 institutional investors held USCB Financial Holdings (USCB) as of Q3 2025, up from 73 in Q2 2025.
  • Funds reported $196M of USCB Financial Holdings stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 17 funds opened new USCB Financial Holdings positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest USCB Financial Holdings buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $21.4M added.
  • The largest USCB Financial Holdings seller in Q3 2025 was Mendon Capital Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2025.