USCB Financial Ownership | Who Owns USCB Financial?
USCB Financial Ownership Summary
USCB Financial is owned by 40.30% institutional investors, 25.10% insiders, and 34.61% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.36% of USCB shares. T. Rowe Price Small-Cap Stock is the top mutual fund, with 3.23% of its assets in USCB Financial shares.
USCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | USCB Financial | 40.30% | 25.10% | 34.61% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 22.36% | $74.20M |
| T. rowe price investment management | 1.24M | 6.21% | $21.72M |
| Endeavour capital advisors | 1.06M | 5.84% | $19.48M |
| Blackrock funding, inc. /de | 944.94K | 5.22% | $17.41M |
| Alliancebernstein | 958.22K | 4.78% | $16.72M |
| Vanguard group | 723.76K | 3.99% | $13.33M |
| Blackrock | 645.66K | 3.29% | $8.28M |
| Mendon capital advisors | 487.14K | 2.43% | $8.50M |
| Rmb capital management | 448.64K | 2.24% | $7.83M |
| Basswood capital management | 438.21K | 2.18% | $7.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 26.17% | $74.20M |
| Endeavour capital advisors | 1.06M | 5.42% | $19.48M |
| Mendon capital advisors | 487.14K | 3.26% | $8.50M |
| Elizabeth park capital advisors | 110.60K | 1.56% | $1.93M |
| Pacific ridge capital partners | 341.17K | 1.38% | $6.28M |
| Maltese capital management | 262.12K | 0.69% | $4.57M |
| Salzhauer michael | 52.63K | 0.46% | $975.74K |
| Banc funds | 95.58K | 0.35% | $1.76M |
| Basswood capital management | 438.21K | 0.31% | $7.65M |
| Elco management | 21.44K | 0.19% | $397.50K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.24M | 0.01% | 1.24M |
| Vanguard fiduciary trust | 64.48K | 0.00% | 64.48K |
| Arrowstreet capital, limited partnership | 46.53K | 0.00% | 46.53K |
| Marshall wace, llp | 29.57K | 0.00% | 29.57K |
| Acadian asset management | 35.37K | 0.00% | 28.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mendon capital advisors | 487.14K | 3.26% | -203.91K |
| Endeavour capital advisors | 1.06M | 5.42% | -189.84K |
| Rmb capital management | 448.64K | 0.14% | -122.00K |
| Bessemer group | - | - | -113.60K |
| Kennedy capital management | 243.44K | 0.09% | -67.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| T. rowe price investment management | 1.24M | 0.01% | 1.24M | $21.72M |
| Vanguard fiduciary trust | 64.48K | 0.00% | 64.48K | $1.20M |
| Arrowstreet capital, limited partnership | 46.53K | 0.00% | 46.53K | $857.08K |
| Marshall wace, llp | 29.57K | 0.00% | 29.57K | $515.96K |
| Squarepoint ops | 23.16K | 0.00% | 23.16K | $404.06K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Clearstead advisors | -1.00 |
| Northwestern mutual wealth management | -8.00 |
| Coldstream capital management | -33.00 |
| Principal securities | -34.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 66 | -20.48% | 7,300,772 | -35.16% | 40 | 1.28% | 39 | -11.36% | 13 | -43.48% |
| Sep 30, 2025 | 81 | 12.50% | 11,259,168 | -11.30% | 56 | 1.40% | 42 | 27.27% | 23 | 9.52% |
| Jun 30, 2025 | 72 | 2.86% | 12,693,663 | 0.22% | 63 | 1.58% | 33 | 32.00% | 21 | -19.23% |
| Mar 31, 2025 | 69 | 2.99% | 12,665,653 | 1.53% | 63 | 1.57% | 25 | -19.35% | 26 | 44.44% |
| Dec 31, 2024 | 56 | -13.85% | 11,857,304 | -2.17% | 60 | 1.58% | 25 | -24.24% | 16 | -5.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Stock | 590.12K | 3.23% | - |
| T. Rowe Price US Small-Cap Core Equity | 590.12K | 3.23% | -892.00 |
| RMB Mendon Financial Services A | 527.09K | 2.89% | - |
| Vanguard Total Stock Mkt Idx Inv | 370.80K | 2.03% | - |
| T. Rowe Price Instl Small-Cap Stock | 315.87K | 1.73% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 294.61K | 1.61% | -92.00K |
| T. Rowe Price U.S. SC Core Eq Tr-D | 273.94K | 1.50% | 892.00 |
| iShares Russell 2000 ETF | 249.82K | 1.37% | 2.12K |
| Adara Smaller Companies | 133.72K | 0.73% | - |
| Acuitas US Microcap Strategy | 114.69K | 0.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2026 | DE LA AGUILERA LUIS | President and CEO | Sell | $237.90K |
| May 05, 2026 | DE LA AGUILERA LUIS | President and CEO | Sell | $306.14K |
| Apr 30, 2026 | WYCOFF W KIRK | - | Sell | $677.65K |
| May 01, 2026 | WYCOFF W KIRK | - | Sell | $234.86K |
| Mar 07, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Sell | $146.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 2 |
USCB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools