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USCB Financial Holdings

92 hedge funds and large institutions have $207M invested in USCB Financial Holdings in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8492 (+8)

6.11% more ownership

Funds ownership: 56.08%62.18% (+6.1%)

6% more capital invested

Capital invested by funds: $196M → $207M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
40
Reduced
20
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
$34.2M -$3.21M -179,623 -9%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.3M +$1.28M +71,728 +6%
ECA
3
Endeavour Capital Advisors
Connecticut
$19.5M -$3.39M -189,842 -15%
BlackRock
4
BlackRock
New York
$17.4M +$469K +26,248 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.3M -$301K -16,867 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.3M -$293K -16,423 -2%
MCA
7
Mendon Capital Advisors
Florida
$8.97M
CRC
8
Curi RMB Capital
Illinois
$8.26M +$179 +10 +0%
BCM
9
Basswood Capital Management
New York
$8.07M
PRCP
10
Pacific Ridge Capital Partners
Oregon
$6.28M -$181K -10,139 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.68M +$112K +6,241 +3%
KCM
12
Kennedy Capital Management
Missouri
$4.48M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.18M +$315K +17,620 +11%
MCM
14
Maltese Capital Management
New York
$3.09M -$1.69M -94,323 -36%
State Street
15
State Street
Massachusetts
$2.77M +$171K +9,578 +7%
NRCM
16
North Reef Capital Management
California
$2.28M +$2.21M +123,741 New
Northern Trust
17
Northern Trust
Illinois
$2.14M -$107K -6,006 -5%
EPCA
18
Elizabeth Park Capital Advisors
Ohio
$2.04M
Renaissance Technologies
19
Renaissance Technologies
New York
$1.93M +$39.9K +2,234 +2%
BFC
20
Banc Funds Company
Illinois
$1.76M -$533K -29,839 -24%
Morgan Stanley
21
Morgan Stanley
New York
$1.72M +$459K +25,668 +38%
Goldman Sachs
22
Goldman Sachs
New York
$1.17M +$122K +6,809 +12%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.14M +$7.75K +434 +0.7%
Barclays
24
Barclays
United Kingdom
$1.05M +$99.7K +5,577 +11%
Bank of America
25
Bank of America
North Carolina
$940K +$220K +12,295 +32%

USCB Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q4 2025, worth a combined $207M — up 5.6% from $196M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USCB positions and 5 closed out — a net gain of 8 holders — while 40 added to existing stakes and 20 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $2.21M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.39M.

  • 92 institutional investors held USCB Financial Holdings (USCB) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $207M of USCB Financial Holdings stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 13 funds opened new USCB Financial Holdings positions in Q4 2025 and 5 closed out, a net change of +8 holders.
  • The largest USCB Financial Holdings buyer in Q4 2025 was North Reef Capital Management, an estimated $2.21M added.
  • The largest USCB Financial Holdings seller in Q4 2025 was Endeavour Capital Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2025.